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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-28 |
| WI | RA | APPROVED | 2019-04-15 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2017 | 08/2017 |
| Northwestern Mutual Investment Services Llc | Sarasota | FL | 05/2017 | 08/2017 |
| West Florida Golf Tour | Sarasota | FL | 12/2010 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Venice | FL | 10/2017 | 11/2018 |
| Bank Of America, N.A. | Venice | FL | 02/2018 | 11/2018 |
| Raymond James & Associates, Inc. | Waukesha | WI | 04/2019 | Present |
| Unemployed | Waukesha | WI | 11/2018 | 04/2019 |
(1) Name of Business: Funnel Holdings Inc Address: 1815 Conant St Apt 2, Lake Geneva, WI, 53147, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-host of golf podcast
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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