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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-26 |
Branch Locations
13500 W Capitol Drive Suite 202, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Augustine Financial | Brookfield | WI | 02/2025 | Present |
| Drake & Associates | Waukesha | WI | 07/2023 | 02/2025 |
| Chadron State College | Chadron | NE | 08/2018 | 05/2023 |
| Homestead High School | Mequon | WI | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
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