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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-29 |
Branch Locations
305 S Moorland Road, Brookfield, WI 53005 • United States
1871 N. Casaloma Drive, Appleton, WI 54913-7980 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2021 | 07/2023 |
| Wisconsin State Legislature (Wi State Assembly) | Madison | WI | 06/2021 | 10/2021 |
| Charles Schwab Mequon Independent Branch | Mequon | WI | 10/2019 | 05/2021 |
| Concordia University Wisconsin-Mequon | Mequon | WI | 10/2019 | 05/2021 |
| Splash Swim + Wellness | Mequon | WI | 10/2019 | 12/2019 |
| Walmart-Store #3499 | Jefferson | WI | 10/2016 | 10/2019 |
| Sylvan Crossings | Jefferson | WI | 09/2016 | 12/2016 |
| Piggly Wiggly | Jefferson | WI | 06/2016 | 10/2016 |
| Turning Point Usa | Phoenix | AZ | 07/2023 | 09/2023 |
| Anders Group | Irving | TX | 09/2023 | 12/2023 |
| Blitz Canvassing Group | Denver | CO | 10/2024 | 11/2024 |
| Turning Point Action | Phoenix | AZ | 12/2023 | 04/2025 |
| Unemployed | Jefferson | WI | 04/2025 | 07/2025 |
| Starbucks | Fort Worth | TX | 08/2025 | 08/2025 |
| Strittmatter Wealth Management Group, Llc | Fort Worth | TX | 09/2025 | 11/2025 |
| Charles Schwab & Co., Inc. | Appleton | WI | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Appleton | WI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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