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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-12 |
| WI | RA | APPROVED | 2024-07-12 |
Branch Locations
6405 Century Ave., Ste. 203, Middleton, WI 53562-2200 • United States
Waunakee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 08/2015 | 05/2019 |
| Lawn Service | Waunakee | WI | 03/2009 | 05/2019 |
| American Family Insurance | Madison | WI | 05/2017 | 08/2017 |
| Paramount Financial | Middleton | WI | 05/2018 | 07/2024 |
| Axa Advisors, Llc | New York | NE | 08/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 07/2024 |
| Ameriprise Financial Services, Llc | Middleton | WI | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
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