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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laura Mossakowski Llc | Bellevue | WI | 01/2025 | 04/2025 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 09/2021 | 12/2024 |
| Affinity Plus Federal Credit Union | Roseville | MN | 05/2024 | 08/2024 |
| Kwik Trip | Eau Claire | WI | 03/2022 | 10/2023 |
| City Of Inver Grove Heights | Inver Grove Heights | MN | 03/2021 | 01/2022 |
| University Of St Thomas - St Paul | St Paul | MN | 09/2020 | 08/2021 |
| Gopher Hills Golf Course | Cannon Falls | MN | 03/2019 | 08/2020 |
| Hastings Public Schools | Hastings | MN | 09/2012 | 06/2020 |
| Premier Community Bank | Pulaski | WI | 05/2025 | 10/2025 |
| Fidelity Investments | St Paul | MN | 10/2025 | 03/2026 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 09/2024 | 12/2024 |
| Amber Inn Bar And Grill | Eau Claire | WI | 01/2024 | 08/2024 |
| Advanced Private Investigations | Eau Claire | WI | 10/2023 | 04/2024 |
| River Oaks Golf Course And Event Center | Cottage Grove | MN | 05/2023 | 08/2023 |
| City Of Hastings | Hastings | MN | 12/2022 | 01/2023 |
| Vr Us Holdings | Afton | MN | 01/2023 | 01/2023 |
| Dakota County | Hastings | MN | 05/2022 | 08/2022 |
| Dairy Queen | Hastings | MN | 03/2017 | 08/2020 |
| Strategic Advisors Llc | Hastings | MN | 11/2025 | 03/2026 |
| Southeastern University | Green Bay | WI | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Green Bay | WI | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 03/2026 | Present |
| Lake Edge Wealth Advisors | Green Bay | WI | 03/2026 | Present |
(1)Name of Business: Lake Edge Wealth Advisors Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial planning and investment guidance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
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