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13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-15 |
Branch Locations
13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 11/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 10/2018 | 11/2018 |
| Intertots Trilingual School | Na Mueang Chachoengsao | 10/2017 | 09/2018 | |
| Wat Donthong School | Na Mueang Chachoengsao | 05/2013 | 09/2017 | |
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 02/2019 | 04/2019 |
| Raymond James Financial Services Advisors Inc. | Lake Geneva | WI | 02/2019 | 04/2019 |
| Voyager Capital Management, Llc | Lake Geneva | WI | 01/2020 | Present |
| Student Of Cfa Institute | Delavan | WI | 04/2019 | 12/2019 |
| Liberty Financial Group, Inc. | Elm Grove | WI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S66 | Uniform Combined State Law Examination | 2019-02-05 |
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