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10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-05 |
Branch Locations
10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Green Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc. | Green Bay | WI | 08/2012 | 03/2021 |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | 01/2026 |
| Strive Financial Group, Llc | Green Bay | WI | 02/2026 | Present |
1) 02/24/2025- Loopie's Liquidation Lounge- Other - personal business- Not INV Related- Home based- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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