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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
| WI | RA | APPROVED | 2024-06-10 |
Branch Locations
440 Science Drive Suite 303, Madison, WI 53711 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 04/2019 | 10/2019 |
| United States Department Of Agriculture Farm Service Agency | Madison | WI | 05/2005 | 03/2019 |
| Unemployed | Madison | WI | 11/2019 | 04/2020 |
| Joshua Kosnick | Middleton | WI | 04/2020 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 04/2020 | 06/2021 |
| Jordan Kosnick | Middleton | WI | 01/2021 | 05/2021 |
| Nathan Alexander Littrell | Middleton | WI | 01/2021 | 06/2021 |
| Securian Financial Services Inc | St Paul | MN | 06/2021 | 06/2022 |
| Ironwood Drive Financial Group | Milwaukee | WI | 06/2021 | 06/2022 |
| Harbour Investments, Inc. | Madison | WI | 06/2022 | 08/2023 |
| Littrell Financial | Lake Mills | WI | 06/2022 | 08/2023 |
| Steward Partners Investment Solutions, Llc | Madison | WI | 08/2023 | Present |
| Vantage Point Private Wealth, Llc | Madison | WI | 08/2023 | 05/2025 |
| Steward Partners Investment Advisory, Llc | Madison | WI | 06/2024 | Present |
| Vpwisco, Llc | Madison | WI | 05/2025 | Present |
1)VANTAGE POINT PRIVATE WEALTH; FINANCIAL SERVICES DBA; MADISON, WI; EMPLOYEE; 2023-08; NON-INVESTMENT RELATED; 0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-29 |
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