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20965 Crossroads Circle, Waukesha, WI 53186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drake & Associates, Llc | Waukesha | WI | 04/2015 | Present |
| Drake & Associates, Llc | Waukesha | WI | 04/2015 | Present |
Loft Financial Advisory Group, LLC; investment related: Yes; Location of the business: 2212 E. Moreland Blvd., Suite 200 Waukesha, WI 53186; Description of the business: Licensed insurance agent in the state of Wisconsin.; Position Title: Insurance Agent; Responsibilities Duties: Offer clients advice or insurance products.; Start date with business: 03/25/2019; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 40.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-03 |
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