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Dawsonville, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-05-28 |
| WI | RA | APPROVED | 2019-05-17 |
Branch Locations
500 W Franklin Street, Suite E, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisory Group | Appleton | WI | 04/2016 | 09/2016 |
| Unemployed | Appleton | WI | 09/2016 | 11/2016 |
| Securities Service Network (Ssn) | Brookfield | WI | 11/2016 | 01/2019 |
| Dlj Wealth Services Llc | Dawsonville | GA | 02/2019 | 12/2021 |
| Design Life's Journey, Llc Formerly Dlj Tax Services, Llc | Dawsonville | GA | 02/2019 | Present |
| Choice Advisors | Brookfield | WI | 11/2016 | 01/2019 |
| Focused Tax Soltuions | Brookfield | WI | 11/2016 | 01/2019 |
| Dlj Tax Serivces | Dawsonville | GA | 02/2019 | 01/2022 |
| Franklin Properties Llc | Appleton | WI | 12/2018 | Present |
DLJ Tax Services LLC and DLJ Wealth Services LLC merged to become Design Life's Journey, LLC. 60% of my time is spent on tax planning and tax preparation services and 25% is spent on investment related services. The balance of my time is spent managing, leasing and maintaining the multi-tenant office building called Franklin Properties, LLC. I am the owner, founder and manager of both entities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-03 |
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