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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Madison | WI | 04/2024 | 01/2025 |
| Richmond Investment Services | Mequon | WI | 09/2021 | 05/2023 |
| Dreger Lawn Care | Verona | WI | 05/2020 | 08/2021 |
| Panera | Fitchburg | WI | 11/2017 | 07/2018 |
| Pizza Ranch | Verona | WI | 04/2016 | 06/2017 |
| Verona Area High School | Verona | WI | 04/2014 | 06/2018 |
| The Capital Group | Madison | WI | 06/2023 | 04/2024 |
| Concordia University Wisconsin | Mequon | WI | 08/2018 | 05/2023 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1. THE CAPITAL GROUP POSITION: Financial Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/05/2023 ADDRESS: 406 Science Drive, Suite 310, Madison WI 53711, United States DESCRIPTION: Assist a registered representative of Osaic Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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