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660 John Nolen Drive, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-22 |
| WI | RA | APPROVED | 2017-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wea Investment Services, Inc | Madison | WI | 08/2015 | Present |
| Wea Member Benefits | Madison | WI | 08/2018 | Present |
WEA Member Benefits, investment related, Madison, WI, retirement planning/owner of BD, Financial Planner, 8/2015, 20 hours/month, Assist 403(b) and IRA program members with program questions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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