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Lodi, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jessica Schock | Middleton | WI | 04/2016 | 11/2017 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 06/2016 | 11/2017 |
| Nylife Securities Llc | Madison | WI | 12/2018 | Present |
| New York Life Insurance Co | Madison | WI | 07/2018 | Present |
| Homemaker | Lodi | WI | 08/2013 | 06/2018 |
| Papa Pal | Lodi | WI | 06/2023 | Present |
Papa Pals, not investment related. I help people who can't do these things themselves, clean, run errands, or laundry. I believe I started in June 2023. I am putting in maybe 20 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-03 |
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