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1208 State Road 83, Hartland, WI 53029-8313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Inc | Rochester | NY | 01/2022 | 03/2025 |
| Wheel & Sprocket Inc. | Milwaukee | WI | 04/2020 | 11/2021 |
| Breakthru Beverage Group | Hartland | WI | 12/2015 | 08/2020 |
| Mid-City Sales Llc | Hartland | WI | 04/2025 | Present |
| Wheel & Sprocket Inc | Milwaukee | WI | 04/2025 | 04/2025 |
N55W29505 COUNTY ROAD K HARTLAND , WI 53029-1182 United States of America Non-investment related Clothing Decorator Bookkeeper April 2025 40-60 hours/month approximately 20 hours per month during trading hours Accounts payable/receivable, bill pay, data entry
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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