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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
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mpc Advisers | Brookfield | WI | 06/2022 | Present |
| Form Wealth Advisors | Lake Geneva | WI | 05/2021 | 04/2022 |
| Grand Geneva Resort | Lake Geneva | WI | 05/2019 | 09/2019 |
| Uw Whitewater Tutorial Center | Whitewater | WI | 10/2019 | 03/2020 |
| Uw Whitewater Volleyball | Whitewater | WI | 08/2018 | 12/2018 |
| Lake Geneva Cruise Line | Lake Geneva | WI | 07/2015 | 08/2018 |
| Unemployed | Burlington | WI | 03/2020 | 06/2020 |
| Grand Geneva Resort | Lake Geneva | WI | 06/2020 | 09/2020 |
| Unemployed | Burlington | WI | 04/2022 | 06/2022 |
| Unemployed | Burlington | WI | 01/2019 | 05/2019 |
| Unemployed | Burlington | WI | 10/2020 | 05/2021 |
| Woodbury Financial Services Inc | Brookfield | WI | 02/2023 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
MIDWEST PLANNING COMPANY, LLC DBA MPC ADVISERS POSITION: Registered Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 150 START DATE: 06/01/2022 ADDRESS: 16655 W Bluemound Rd, Suite 150, Brookfield WI 53045, United States DESCRIPTION: Assisting adviser in an administrative capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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