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20965 Crossroads Circle, Waukesha, WI 53186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jessica Redding Coaching | Lafayette | CA | 10/2010 | Present |
| Drake & Associates, Llc | Waukesha | WI | 03/2025 | Present |
A. 1. The name of the other business: Jessica Reddy Coaching 2. Whether the business is investment-related: NO 3. The address of the other business: 5007 N Santa Monica Blvd Whitefish Bay WI 53217 4. The nature of the other business: Executive Coaching 5. Your position, title, or relationship with the other busines: Founder/ Owner, Coach 6. The start date of your relationship: 10/2010 7. The approximate number of hours/months you devote to the other business, the number of hours you devote to the other business during securities trading hours: 8 hrs total, 0 (zero) during trading hours. 8. Briefly describe your duties relating to the other business: Provide 1:1 coaching to professional and executive women. B. Insurance Sales; Advisor; Not investment related; 20965 Crossroads Circle Waukesha Wisconsin 53186; Description: Licensed Insurance Agent; 2025-11-04; 20 Hours per month devoted to business during trading hours; 0 Hour per month devoted to business outside trading hours; 20 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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