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1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Madison | WI | 08/2007 | 10/2019 |
| Securities America, Inc. | Middleton | WI | 10/2019 | 11/2022 |
| Arbor Point Advisors | Middleton | WI | 10/2019 | 11/2022 |
| Goldstein Advisors, Llc | Madison | WI | 11/2022 | Present |
| Kestra Investment Services Llc | Madison | WI | 11/2022 | 12/2023 |
***Verona Youth Hockey, Investment related: No; 451 E. Verona Ave., Verona, WI 53593; Nature: Hockey Association; Position: Assistant Coach, Start: 10/01/2024; 0 Hours/month during securities trading hours; Duties: Coach of hockey team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
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