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Waukesha, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Tax Llc | Waukesha | WI | 05/2026 | Present |
| Prime Financial Services, Inc | Wauwatosa | WI | 11/2014 | 07/2019 |
| Strategic Wealth Partners | Deerfield | IL | 07/2019 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Milwaukee | WI | 05/2024 | 10/2025 |
| Launch Wealth Management Llc | Waukesha | WI | 10/2025 | Present |
T3 Tax LLC; not investment related; PO BOX 453 Waukesha, WI 53187; Tax preparation; Owner and tax preparer; 5/1/2026; 20 hours per week during tax season
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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