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Detailed Report
DANA MARIE SOBLESKEY
DANA MARIE CLEMENTI
CRD#: 5150315
IA
Investment Adviser
B
Broker
PACKERLAND BROKERAGE SERVICES, INC.CRD#: 37031 432 SECURITY BLVD. STE. 101
GREEN BAY, WI 54313
Registration History
20082010201220142016201820202022202420262 FIRMS2009 - 2010 (1 year)2 FIRMS2010 - 2011 (<1 year)2 FIRMS2011 - 2012 (1 year)2 FIRMS2012 - 2013 (<1 year)2 FIRMS2013 - 2017 (4 years)2 FIRMS2018 - Present (7 years)BMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2008 - 2009 (<1 year)IAMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2009 - 2009 (<1 year)
Disclosure(s)
View By:
4/19/2013
Employment Separation After Allegations
License(s)

State Registrations

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Alabama 9/19/2024
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Missouri 9/19/2024
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Alabama 9/19/2024
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Montana 9/19/2024
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Alaska 9/23/2024
IA
Montana 9/19/2024
B
Arizona 9/30/2024
B
Nebraska 9/18/2024
IA
Arizona 9/30/2024
IA
Nebraska 9/18/2024
B
Arkansas 9/19/2024
B
Nevada 9/19/2024
IA
Arkansas 9/19/2024
IA
Nevada 9/20/2024
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California 9/19/2024
B
New Hampshire 9/19/2024
IA
California 9/19/2024
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New Jersey 9/19/2024
B
Colorado 9/19/2024
IA
New Jersey 9/19/2024
IA
Colorado 9/19/2024
B
New Mexico 9/19/2024
B
Connecticut 9/19/2024
IA
New Mexico 9/19/2024
B
Delaware 9/24/2024
B
New York 9/19/2024
B
District of Columbia 10/3/2024
IA
New York 9/19/2024
B
Florida 9/19/2024
B
North Carolina 9/19/2024
IA
Florida 9/19/2024
IA
North Carolina 9/19/2024
B
Georgia 9/19/2024
B
North Dakota 9/23/2024
IA
Georgia 9/19/2024
IA
North Dakota 9/23/2024
B
Hawaii 11/21/2024
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Ohio 9/19/2024
B
Idaho 9/19/2024
IA
Ohio 9/19/2024
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Idaho 9/19/2024
B
Oklahoma 9/19/2024
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Illinois 10/11/2024
B
Oregon 9/19/2024
IA
Illinois 10/11/2024
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Oregon 9/19/2024
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Indiana 9/19/2024
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Pennsylvania 9/19/2024
IA
Indiana 9/19/2024
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Pennsylvania 9/19/2024
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Iowa 9/19/2024
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Rhode Island 9/20/2024
IA
Iowa 9/19/2024
B
South Carolina 9/19/2024
B
Kansas 9/19/2024
IA
South Carolina 9/19/2024
IA
Kansas 9/19/2024
B
South Dakota 9/19/2024
B
Kentucky 9/23/2024
IA
South Dakota 9/19/2024
IA
Kentucky 9/23/2024
B
Tennessee 9/20/2024
B
Louisiana 9/27/2024
IA
Texas 9/18/2024
IA
Louisiana 9/27/2024
B
Texas 9/19/2024
B
Maine 9/19/2024
B
Utah 9/19/2024
IA
Maine 9/19/2024
IA
Utah 9/19/2024
B
Maryland 11/15/2024
B
Vermont 9/19/2024
IA
Maryland 11/15/2024
IA
Vermont 9/19/2024
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Massachusetts 10/15/2024
B
Virginia 9/19/2024
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Massachusetts 10/17/2024
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Virginia 9/19/2024
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Michigan 9/20/2024
B
Washington 9/18/2024
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Michigan 9/20/2024
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Washington 9/18/2024
B
Minnesota 9/19/2024
B
West Virginia 9/19/2024
IA
Minnesota 9/19/2024
B
Wisconsin 2/6/2018
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Mississippi 9/19/2024
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Wisconsin 2/6/2018
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Mississippi 9/19/2024
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Wyoming 9/19/2024
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Missouri 9/19/2024
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Wyoming 9/19/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031)
432 SECURITY BLVD. STE. 101, GREEN BAY, WI 54313
DE PERE, WI
Registered with this firm since 2/6/2018
B
PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031)
432 SECURITY BLVD. STE. 101, GREEN BAY, WI 54313
DE PERE, WI
Registered with this firm since 2/5/2018
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/04/2013 - 10/25/2017 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) GREEN BAY, WI
B
 10/03/2013 - 10/25/2017 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) GREEN BAY, WI
IA
 10/01/2012 - 05/17/2013 J.P. MORGAN SECURITIES LLC (CRD#:79) GREEN BAY, WI
B
 10/01/2012 - 05/17/2013 J.P. MORGAN SECURITIES LLC (CRD#:79) GREEN BAY, WI
IA
 06/16/2011 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) GREEN BAY, WI
B
 06/16/2011 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) GREEN BAY, WI
IA
 08/25/2010 - 04/25/2011 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) GREEN BAY, WI
B
 08/18/2010 - 04/25/2011 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) GREEN BAY, WI
IA
 06/01/2009 - 07/19/2010 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) GREENBAY, WI
B
 06/01/2009 - 07/19/2010 MORGAN STANLEY SMITH BARNEY (CRD#:149777) GREENBAY, WI
IA
 05/28/2009 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) GREENBAY, WI
B
 11/26/2008 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) GREENBAY, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.