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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-26 |
Branch Locations
2924 Marketplace Drive Suite 200, Fitchburg, WI 53719 • United States
18700 N Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Savings Bank Investment Center | Mineral Point | WI | 09/2007 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2007 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | 08/2026 |
| Unemployed | Oregon | WI | 10/2025 | 04/2026 |
| Midwest Financial Geoup | Fitchburg | WI | 04/2026 | Present |
| Osaic Wealth, Inc. | Fitchburg | WI | 08/2026 | Present |
1. JASON REYNOLDS POSITION: sales NATURE: fixed insurance sales as of 11/1992, 25% of office time on this activity INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 11/01/1992 ADDRESS: 2924 marketplace dr, fitchburg WI 53719, United States DESCRIPTION: insurance sales/service 2. WISDAK LLC POSITION: bookkeeper NATURE: bookkeeper INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2018 ADDRESS: 3999 wilnor dr, oregon WI 53575, United States DESCRIPTION: bookkeeper
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-11 |
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