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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 | 06/2021 | Present |
| Truck Toyz | Anderson | SC | 07/2020 | 01/2021 |
| Goodwill Ind. | Oconomowoc | WI | 08/2015 | 06/2020 |
| 1-800 Got Junk? | Milwaukee | WI | 05/2018 | 08/2018 |
| Full Time Education | La Crosse | WI | 09/2017 | 05/2021 |
| Full Time Education | Oconomowoc | WI | 09/2011 | 06/2017 |
| Woodbury Financial Services Inc | Brookfield | WI | 02/2022 | 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: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/07/2021 ADDRESS: 16655 W. Bluemound Road,, Suite 150, Brookfield, WI 53005, United States DESCRIPTION: Assisting adviser in an administrative capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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