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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
2924 Marketplace Dr Suite 200 , Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 02/2022 |
| E4 Insurance Services, Llc | Verona | WI | 11/2019 | 12/2019 |
| Race Day Events, Llc | Fitchburg | WI | 11/2019 | 12/2019 |
| Insurance Services Group, Inc | Verona | WI | 11/2011 | 11/2019 |
| Advocare | Plano | TX | 12/2012 | 12/2019 |
| Uber | Madison | WI | 10/2016 | 12/2018 |
| 608 Threads, Llc | Mcfarland | WI | 08/2017 | 12/2019 |
| Always Rising Media, Llc | Mcfarland | WI | 12/2019 | 01/2022 |
| Lyft | Madison | WI | 10/2017 | 10/2017 |
| Midwest Financial Group | Madison | WI | 02/2022 | 08/2026 |
| Commonwealth Financial Network | San Diego | CA | 02/2022 | 12/2024 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | 08/2026 |
| Osaic Wealth Inc | Fitchburg | WI | 08/2026 | Present |
1. REACH-A-CHILD POSITION: Board member NATURE: This is a 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/26/2026 ADDRESS: 6501 Watts Road, Suite 217, Madison WI 53719, United States DESCRIPTION: As a member of the board, I attend a monthly meeting to assist in the governance of the non-profit. I assist with event planning, I contribute ideas for growth, vote to approve the minutes from the last meeting, update the board on any progress I've made in connecting with individuals or companies that can help grow the organization's reach. 2. MIDWEST FINANCIAL GROUP POSITION: Financial Advisor NATURE: Fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2022 ADDRESS: 2924 Marketplace Drive, Suite 200, Fitchburg WI 53719, United States DESCRIPTION: Determine amount and type of life insurance clients need to support their financial goals. Consult with broker to determine if client has underwriting challenges. Take applications on new life insurance business, manage cases through underwriting process to conclusion.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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