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Milwaukee, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-15 |
| WI | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordeaux Wealth Advisors Llc (Formerly Brownson) | Menlo Park | CA | 07/2015 | 09/2017 |
| Wetherby Asset Management | San Francisco | CA | 10/2017 | 11/2018 |
| Brownson, Rehmus & Foxworth, Inc. | Chicago | IL | 05/2019 | 07/2021 |
| Unemployed | San Francisco | CA | 11/2018 | 04/2019 |
| Broadview Financial Management, Llc (Formerly Sja Financial) | Wauwatosa | WI | 08/2021 | 05/2023 |
| Prepared Financial Planning, Llc | Milwaukee | WI | 04/2022 | Present |
- Smrecek & Co SC - Not investment-related - Address: N14W23777 Stone Ridge Dr Suite 220, Waukesha, WI 53188 - CPA Firm - Position: Consultant - Start date: February 2024 - Hours/Month: Approximately 20 hours per week from mid-February through April 15th - Hours during trading hours: 10-15 per week - Duties: Tax Return Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-04 |
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