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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Point Capital, Llc | Austin | TX | 08/2021 | 03/2023 |
| Applied Industrial Technologies | Austin | TX | 08/2020 | 07/2021 |
| Weimer Bearings And Transmission | Germantown | WI | 08/2018 | 05/2019 |
| Shiner Park | College Station | TX | 07/2018 | 12/2020 |
| Texas A&M University | College Station | TX | 08/2016 | 08/2020 |
| Wdm Landscaping | West Bend | WI | 05/2014 | 08/2018 |
| Lucky Shotz | Hartford | WI | 01/2024 | 08/2024 |
| University Of Wisconsin Whitewater | Whitewater | WI | 01/2024 | 05/2024 |
| University Of Wisconsin-Whitewater | Whitewater | WI | 09/2023 | Present |
| Camp Agawak | Minocqua | WI | 05/2023 | 08/2023 |
| Osaic Wealth Inc | Milwaukee | WI | 08/2024 | Present |
1. CHRISTOPHER REED POSITION: Practice Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/26/2024 ADDRESS: 1200 N Mayfair Road STE 300, Milwaukee WI 53226, United States DESCRIPTION: Support staff that includes processing his business paperwork. Service work and taking calls and directing them to Chris or taking a message for Chris. 2.GRAHAM KENT POSITION: Notary NATURE: I am a Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/20/2026 ADDRESS: 1200 N Mayfair Road STE 300, Milwaukee WI 53226, United States DESCRIPTION: I perform duties of a Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-27 |
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