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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Wilmette | IL | 05/2016 | 11/2019 |
| Jpmorgan Chase Bank | Wilmette | IL | 05/2016 | 11/2019 |
| Lincoln Financial Advisors | Madison | WI | 03/2020 | 01/2025 |
| Unemployed | Stoughton | WI | 11/2019 | 03/2020 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
THE CAPITAL GROUP POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 151 START DATE: 03/09/2020 ADDRESS: 406 Science Drive, Suite 310, Madison WI 53711, United States DESCRIPTION: Financial advisor to clients, support for other advisors in the office and general business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-07 |
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