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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-31 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
1 Erdman Place Suite 404, 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 | 01/2014 | 09/2018 |
| The American College | Bryn Mawr | PA | 03/2015 | 08/2018 |
| Wells Fargo Clearing Services Llc | Madison | WI | 10/2018 | 10/2019 |
| State Bank Of Cross Plains | Madison | WI | 09/2019 | 01/2021 |
| Floof Shack Llc | Sun Prairie | WI | 01/2017 | Present |
| Voyos Development Group | Middleton | WI | 06/2012 | 09/2018 |
| Wells Fargo Advisors | Madison | WI | 10/2018 | 09/2019 |
| Matthew Heckmann | Middleton | WI | 02/2021 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 02/2021 | 07/2024 |
| Retirement Income Strategies | Evansville | WI | 11/2024 | 02/2025 |
| Eb Capital Management | Madison | WI | 02/2025 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | 07/2025 |
| Choreo, Llc | Madison | WI | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: FLOOF SHACK LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: DOG GROOMING START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I PROVIDE DOG GROOMING AND PET BOARDING IN MY HOME;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-14 |
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