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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Schultz Tax & Financial | Verona | WI | 09/2022 | Present |
| Talent Insurance & Financial Solutions | Sun Prairie | WI | 01/2021 | 09/2022 |
| Anytime Fitness | Jefferson | WI | 08/2019 | 01/2021 |
| Unemployed | Jefferson | WI | 01/2019 | 08/2019 |
| Student | Jefferson | WI | 01/2013 | 12/2018 |
| Graf Concrete | Jefferson | WI | 06/2017 | 08/2017 |
| Woodbury Financial Services Inc | Verona | WI | 07/2023 | 01/2024 |
| Osaic Wealth, Inc. | Verona | WI | 01/2024 | Present |
1. BAKER SCHULTZ TAX & FINANCIAL LLC POSITION: Enrolled Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/26/2024 ADDRESS: 351 Prairie Heights Dr, Verona WI 53593, United States DESCRIPTION: Tax preparation and planning services 2. LATTICE CPA POSITION: Enrolled Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2025 ADDRESS: 351 Prairie Heights Dr, Verona WI 53593, United States DESCRIPTION: Tax preparation and planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-26 |
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