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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-05-07 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St Louis | MO | 04/2012 | 05/2021 |
| Madison Wealth Partners, Inc. | Waunakee | WI | 05/2021 | Present |
1. School Board; Peace Lutheran School Sun Prairie, WI; Non-investment related; Approximately 0 hours per month, 0 hours during trading hours. 2. ZTK LLC - Not Investment Related - Same as primary - Passthrough LLC for tax purposes - Principal - 5/15/2021 - Approximately 2 hours per month, 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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