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Hartland, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purpose Comprehensive Wealth Management, Llc | Verona | WI | 08/2021 | 04/2025 |
| U.S. Department Of Veterans Affairs | Milwaukee | WI | 01/2007 | 11/2017 |
| Homemaker | Hartland | WI | 11/2017 | 08/2021 |
| Elevated Private Wealth | Hartland | WI | 07/2025 | Present |
INSURANCE SALES; INVESTMENT-RELATED; WISCONSIN; INSURANCE AGENT; START DATE: 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. BIG PAW ADVISORY, LLC; INVESTMENT-RELATED; WISCONSIN; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; RECEIVES PAY THROUGH LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
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