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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pres House | Madison | WI | 06/2007 | Present |
| Brandon Donkersgoed Cpa Llc | Marshall | WI | 05/2007 | Present |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Securities Inc. | San Diego | CA | 07/2011 | 09/2022 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 09/2022 |
| Woodbury Financial Services Inc | Sun Prairie | WI | 09/2022 | 01/2024 |
| Osaic Wealth, Inc. | Sun Prairie | WI | 01/2024 | Present |
1) LEGACY TAX & FINANCIAL SERVICES INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2011 ADDRESS: 707 LOIS DR, SUN PRAIRIE WI 53590-1177, United States DESCRIPTION: Owner, perform all business functions including preparing tax returns, processing payroll, performing bookkeeping/accounting services and investment management for clients. 2) PICK 6 PROPERTIES LLC POSITION: Member NATURE: Investment Real Estate LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/29/2017 ADDRESS: 3004 Pheasant Run, Cottage Grove WI 53527, United States DESCRIPTION: Manage rental property and review future real estate investment opportunities 3) SYB HOLDINGS LLC POSITION: Member NATURE: LLC - Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2023 ADDRESS: 3004 Pheasant Run, Cottage Grove WI 53527-9733, United States DESCRIPTION: Accounting work, keeping the books, collecting rent and paying bills related to the rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
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