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8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| WI | RA | APPROVED | 2026-05-29 |
Branch Locations
8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
| WI | RA | APPROVED | 2026-03-17 |
Branch Locations
8020 Excelsior Dr Ste 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mischler Financial Group, Inc. | Corona Del Mar | CA | 06/2018 | 02/2019 |
| Unemployed | Darien | CT | 12/2015 | 06/2018 |
| Cmg Financial Securities | Las Vegas | NV | 02/2019 | 02/2021 |
| Req Consulting | Glenbrook | NV | 01/2014 | 08/2025 |
| Bank Cmg | Middleton | WI | 09/2025 | Present |
| Lpl Financial | Middleton | WI | 03/2026 | Present |
| Cmg Wealth Advisors Llc | Middleton | WI | 02/2026 | Present |
1. 03/2026 - Eco Kashi - bda DooKashi - Business Owner - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Glenbrook, NV - OBA Start Date: 03/01/2017 2. 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greenwoods Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date 02/25/2026 - 160 hours per month/ 40 hours during trading 3. 03/2026 - Bank CMG - Outside/W-2 Employment - Inv Related - 120 Hour(s)/Month - 15 Hour(s) During Trading -Madison, WI - OBA Start Date: 09/01/2025 4. 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CMG Wealth Advisors LLC - Inv Related - 100 Hour(s)/Month - 85 Hour(s) During Trading - At Reported Business Location (s) - Start Date 03/01/2026 5. 03/2026 - REQ LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Middleton, WI - Start Date 01/01/2013 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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