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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-06 |
Branch Locations
215 Corporate Drive Suite B, Beaver Dam, WI 53916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Beaver Dam | WI | 11/2017 | 01/2020 |
| Beaver Dam School District | Beaver Dam | WI | 06/1996 | 10/2017 |
| Raymond James Financial Services, Inc. | Beaver Dam | WI | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Beaver Dam | WI | 01/2020 | Present |
(1) Name of Business: Hydanus Michael Address: N7046 Tee Ln, Beaver Dam, WI, 53916, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: No Start Date: 07/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am co-trustee of my uncle's trust to be executed at his passing. (2) Name of Business: Killingsworth & Vessey Financial Partners Address: 215 Corporate Dr Ste B, Beaver Dam, WI, 53916, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner/Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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