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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-12-09 |
Branch Locations
113 South Main Street, Ste 101, Lodi, WI 53555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Business Machines Corp. | Rochester | MN | 06/2017 | 05/2019 |
| University Of Wisconsin La Crosse | La Crosse | WI | 08/2013 | 05/2017 |
| Milestone Investment Management Llc | Lodi | WI | 05/2019 | Present |
| Redemption Outdoors Llc | Lodi | WI | 12/2014 | Present |
1. Fixed insurance sales; as of 01/09/2020; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Milestone Investment Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 08/01/2021; 95% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, 112 S. Main St. LLC; an entity created for the purpose of buying and managing commercial real estate at 112 S Main St. Lodi, WI 53555, as of 08/26/2025; 3% time spent during business hours; Not Conducted at branch; Investment related. 4. Co-owner, Cupola Projects LLC; an entity created for the purpose of buying and managing commercial real estate at 113 S. Main St. Lodi, WI 53555, as of 2/17/2026; 5% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-18 |
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