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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Sharebuilder, Inc | Seattle | WA | 01/2014 | 04/2019 |
| Total Benefit Communications | Dresher | PA | 04/2019 | 07/2020 |
| Nadler Financial Group | Deerfield | IL | 07/2020 | 09/2022 |
| Ausdal Financial Partners, Inc | Davenport | IA | 08/2020 | 09/2022 |
| Mission Square Investment Services | Washington D.C. | DC | 10/2022 | 07/2026 |
| Mission Square Retirement | Washington D.C. | DC | 10/2022 | 07/2026 |
| 1834 Investment Advisors Co. | Chicago | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-09 |
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