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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-19 |
| WI | RA | APPROVED | 2020-01-02 |
Branch Locations
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 04/2010 | 01/2017 |
| Patrick J Marget/ Northwestern Mutual | Milwaukee | WI | 01/2017 | 05/2018 |
| Massmutual Life Insurance Company | Madison | WI | 05/2018 | 09/2019 |
| Mml Investors Services, Llc | Madison | WI | 04/2018 | 09/2019 |
| Principal Life Insurance Co | Wauwatosa | WI | 09/2019 | Present |
| Principal Securities Inc | Wauwatosa | WI | 12/2019 | Present |
| Fireborn Advisory Partners | Wauwatosa | WI | 08/2026 | Present |
**PERENNIAL YOGA POSITION: Part Time Yoga Instructor NATURE: Yoga Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 5500 E Cheryl Parkway, Suite 101, Fitchburg WI 53132, United States DESCRIPTION: I will be teaching a yoga class on the weekends at a yoga studio. **FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/06/2026 ADDRESS: 10361 W Innovation Drive, Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed products through various vendors to include fixed life, fixed annuity, LTC, DI, group benefits, health, and medical. **FIREBORN ADVISORY PARTNERS (DBA) POSITION: Fireborn Advisors NATURE: Retirement Planning, Fee Based Planning, Life Insurance sales, Investment related product sales, employee benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 145 START DATE: 08/01/2026 ADDRESS: 10361 Innovation Dr, #300, Wauwatosa WI 53226, United States DESCRIPTION: A marketing DBA for our partnership. **PERENNIAL YOGA - MADISON DBA LFOX HOLDINGS, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 07/31/2026 ADDRESS: 3241 Garver Green, Suite 250, Madison WI 53704, United States DESCRIPTION: Owner and sometimes teacher; have hired a GM to handle general operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-08 |
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