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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-21 |
| CA | RA | APPROVED | 2026-04-30 |
Branch Locations
2607 N Grandview Blvd., #131, Waukesha, WI 53188 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2025 | 08/2026 |
| Catholic Memorial | Waukesha | WI | 09/2016 | 05/2017 |
| Panera Bread | Pewaukee | WI | 06/2017 | 08/2017 |
| Catholic Memorial | Waukesha | WI | 09/2017 | 05/2018 |
| Musson Brothers Inc. | Brookfield | WI | 06/2018 | 08/2018 |
| Uw Madison | Madison | WI | 09/2018 | 05/2019 |
| Briggs And Stratton | Wauwatosa | WI | 06/2019 | 08/2019 |
| Uw Madison | Madison | WI | 09/2019 | 05/2020 |
| Na-Unemployed | Madison | WI | 06/2020 | 08/2021 |
| Uw Madison | Madison | WI | 09/2020 | 05/2021 |
| Morgan Stanley-Novak Wealth Management | Brookfield | WI | 06/2021 | 08/2021 |
| Uw Madison | Madison | WI | 09/2021 | 05/2022 |
| Associated Bank | Green Bay | WI | 06/2022 | 04/2023 |
| Associated Bank | Milwaukee | WI | 04/2023 | 07/2025 |
| Doordash | Pewaukee | WI | 06/2021 | 08/2021 |
| Northbound Financial Services | Waukesha | WI | 08/2026 | Present |
1) Northbound Financial Services-2607 North Grandview Blvd., Ste. 131, Waukesha, WI 53188; Investment related; Securities sales & svcs; Financial Advisor; Start date 8/2026; 160 hrs/mnth; 130 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
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