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Plymouth, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carl M Hennig Inc | Oshkosh | WI | 12/2014 | 07/2019 |
| Lotnix, Llc | Oshkosh | WI | 06/2012 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2019 | 08/2022 |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2019 | 08/2022 |
| Lpl Financial | Sheboygan Falls | WI | 08/2022 | 09/2023 |
| Bee Bella Llc | Oshkosh | WI | 11/2015 | Present |
| The Olympia Group Llc | Plymouth | WI | 10/2023 | Present |
| Merit Financial Group | Alpharetta | GA | 08/2022 | 09/2023 |
1) UW OSHKOSH FOUNDATION, 625 PEARL AVE, OSHKOSH, WI 54901, 10/2014,BOARD MEMBER, NIR, 10 HRS/YR - 0 HRS/YR TRADING. 2) LOTNIX LLC, OSHKOSH, WI, 06/2012. MANAGING MEMBER, BOOKKEEPING, BEEKEEPING, NIR, 1 HRS/MO- 0 HRS/MO TRADING. 3) BEE BELLA LLC, 752 MAIN ST., OSHKOSH, WI 54901,01/2021, OWNER, BEEKEEPING, NIR, 20 HR/MO - 0 HRS/MO - 0HRS/MO TRADING. 4) SHEBOYGAN ECONOMICS CLUB, SHEBOYGAN, BOARD MEMBER, ECONOMIC EDUCATION, NIR, 1 HR/MO - O HRS/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-20 |
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