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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
297 N Lake Ave, Phillips, WI 54555 • United States
625 Ellingson Ave, Hawkins, WI 54530 • United States
882 E Perkins Street, Medford, WI 54451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lac Du Flambeau Pubublic School District | Lac Du Flambeau | WI | 08/2016 | 06/2019 |
| Lakeside Financial Consultants, Inc. | Phillips And Medford | WI | 06/2018 | Present |
| Lakeland Union High School | Minocqua | WI | 08/2016 | 10/2019 |
| Woodbury Financial Services Inc | Medford | WI | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Medford | WI | 01/2024 | Present |
1. PIONEER RENTAL PROPERTIES, LLC POSITION: Rental Property Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 880 E Perkins Street, Medford WI 54451, United States DESCRIPTION: I own rental properties, which I collect rent and pay mortgage on. 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 566 Red Bird Circle, Depere WI 54115, United States DESCRIPTION: Share best practices 3. PIONEER FINANCIAL CONSULTANTS POSITION: Investment Advisor Representative/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/02/2024 ADDRESS: 882 E Perkins Street, Medford WI 54451, United States DESCRIPTION: LISTEN TO CLIENTS NEEDS AND WILL IT WITH THE ABOVE PRODUCTS TO FILL THEIR NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-12 |
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