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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Milwaukee | WI | 11/2008 | 09/2017 |
| Metlife Securities, Inc. | Milwaukee | WI | 11/2008 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 09/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 09/2017 |
| Sagepoint Financial,, Inc. | Milwaukee | WI | 09/2017 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. INSURANCE POSITION: Insurance Agent NATURE: Insurance Business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2004 ADDRESS: 1150 ADELMANN AVE, BROOKFIELD WI 53045, United States DESCRIPTION: Utilization and Sale of fixed insurance during the overall planning process. 2. HIGH POINT CAPITAL GROUP, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2023 ADDRESS: 1200 N Mayfair Rd., Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Run teaming platform, recruiting, advisor management, strategic planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-04 |
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