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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mpc Advisers, Llc | Brookfield | WI | 02/2011 | 04/2017 |
| Girard Securities, Inc. | San Diego | CA | 02/2011 | 04/2017 |
| Woodbury Financial Services Inc | Brookfield | WI | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1. MPC INSURANCE SERVICES POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd, STE 150, Brookfield WI 53005, United States DESCRIPTION: Sale and ongoing administration of fixed insurance products (term life, hybrid & traditional LTCi, DI) 2. MIDWEST PLANNING COMPANY LLC DBA MPC ADVISERS POSITION: Board Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd, STE 150, Brookfield WI 53005, United States DESCRIPTION: Board member involved in management decisions of a service entity that supports financial advisers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-06 |
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