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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Financial Group | Presque Isle | ME | 08/1988 | 12/2020 |
| Wilke Wealth And Investment Planning | Hales Corner | WI | 01/2021 | 01/2022 |
| Dwp Investment Management, Llc | Austin | TX | 02/2022 | Present |
| Prudential Investment Management Services, Llc | Newark | NJ | 04/2024 | 11/2024 |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 04/2024 | 11/2024 |
| Pruco Securities, Llc | Newark | NJ | 04/2024 | 11/2024 |
| Singer Wealth Management, Llc | Seattle | WA | 02/2023 | Present |
| Directed Steps Paraplanning | Caribou | ME | 01/2022 | Present |
| Lpl Financial, Llc | San Diego | CA | 11/2024 | Present |
1) Maine School of Science and Mathematics Foundation - Board member - 95 High Street, Limestone, Maine 04750 - Non-investment related - Educational non-profit - Finance and Grant-making subcommittees - Start date: 08/2021 - Approximately 4 hours/month 2) Women in Insurance and Financial Services (WIFS) - Member - 136 Everett Road. Albany, NY 12205 - Non-investment related - Professional association - Start date: 08/2021 - Approximately 2 hours/month
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