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525 Junction Rd Suite 6500, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-09 |
Branch Locations
19275 W Capital Dr. Suite 204, Brookfield, WI 53045 • United States
525 Junction Rd Suite 6500, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mlg Capital | Brookfield | WI | 10/2020 | 01/2026 |
| Full Faith Capital | Waukesha | WI | 01/2019 | 09/2020 |
| Jx Enterprises | Hartland | WI | 09/2018 | 01/2020 |
| United States Marine Corps (Active Duty) | Various | CA | 08/2014 | 08/2018 |
| United States Marine Corps (Reserves) | Various | WI | 09/2018 | 07/2022 |
| Compound Wealth, Advisory And Tax Llc | Brookfield | WI | 01/2026 | Present |
| North Capital Private Securities Corporation | Brookfield | WI | 03/2025 | 01/2026 |
1. CREAM Community Development LLC Investment-Related: Yes Address: 2906 Marketplace Dr, Madison, WI 53719 Nature of Business: Private partnership focused on managing an existing real estate investment. Position/Title: Partner Start Date: June 2022 Hours/Month: ~2 hours/month Hours During Securities Trading Hours: 0 hours/month Duties: Managing existing portfolio of real estate. 2. Cordon Development Group (501c3) Investment-Related: No (because it's a tax exempt non-profit) Address: W277N7124 Millpond Way, Hartland, WI 53029 Nature of Business: Nonprofit Affordable Housing Development Firm focused on providing affordable housing projects for military veterans. Position/Title: President & Co-Founder Start Date: May 2023 Hours/Month: ~5 hours/month Hours During Securities Trading Hours: 0 hours/month Duties: Overseeing strategic direction, managing project, managing partnerships, & financial management. 3. Motivated to Succeed LLC Investment-Related: No Address: W277N7124 Millpond Way, Hartland, WI 53029 Nature of Business: Digital media business with monetization through ads, affiliate marketing, merchandise, digital products, and consulting services. Position/Title: Co-Owner Start Date: January 2025 Hours/Month: ~1 hour/month Hours During Securities Trading Hours: 0 hours/month Duties: Provide strategic direction for the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-13 |
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