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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-14 |
| WI | RA | APPROVED | 2025-09-22 |
Branch Locations
1330-B Hosford Street, Hudson, WI 54016 • United States
431 East Claremont Ave. Suite B, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meadowbrook Country Club | Northville | MI | 05/2011 | 01/2021 |
| Rbc Wealth Management | Minneapolis | MN | 06/2021 | 08/2021 |
| Royal Alliance Associates, Inc. | Eau Claire | WI | 08/2022 | 10/2023 |
| Hasenberg Financial Group | Eau Claire | WI | 01/2021 | 10/2023 |
| Hasenberg Financial Group | Eau Claire | WI | 10/2023 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 09/2025 | Present |
1)American Financial Education Alliance; INVESTMENT RELATED: No; ADDRESS: 1330 Hosford St, Suite B, Hudson, WI 54016; NATURE: Non-profit educational institution; POSITION: Chapter President; START DATE: 08/01/2025; NUMBER OF HOURS/MONTH: 4 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Speaker at educational seminars.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-06 |
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