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Clearwater, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-10 |
| FL | RA | APPROVED | 2023-03-27 |
| CA | RA | APPROVED | 2023-03-14 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knr Consulting And Wealth Management, Inc. | Laguna Niguel | CA | 03/2018 | 08/2021 |
| Boon & Hold Management Inc. | Laguna Niguel | CA | 01/2017 | 12/2022 |
| Church Of Merch | Los Angeles | CA | 09/2010 | 04/2018 |
| Knr Consulting Group Inc. | Laguna Niguel | CA | 01/2020 | 08/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2021 | 03/2023 |
| Jean Jacques Widmaier, Sole Proprietor | Clearwater | FL | 02/2023 | Present |
| Green Era Financial Llc | Clearwater | FL | 03/2023 | Present |
JEAN JACQUES WIDMAIER, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; START DATE 02/2023; CLEARWATER, FLORIDA; APPROXIMATELY 15% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
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