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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-27 |
Branch Locations
8401 Greenway Boulevard Suite 212, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lena | WI | 01/2015 | 01/2018 |
| Springside Cheese Corp. | Lena | WI | 02/2018 | 06/2021 |
| Thornberry Creek At Oneida | Hobart | WI | 06/2021 | 04/2022 |
| Bona Fide Juicery | Howard | WI | 06/2022 | 08/2022 |
| University Of Wisconsin-Whitewater Rec Sports | Whitewater | WI | 01/2022 | 02/2023 |
| Pine Acres Golf Course | Abrams | WI | 06/2022 | 09/2022 |
| Pine Acres Golf Course | Abrams | WI | 05/2023 | 09/2023 |
| Unemployed | Whitewater | WI | 09/2023 | 01/2024 |
| Hy-Vee | Janesville | WI | 01/2024 | 07/2024 |
| Alejandra Bustamante - State Farm Insurance Agent | Mcfarland | WI | 06/2024 | 09/2024 |
| Unemployed | Whitewater | WI | 09/2024 | 06/2025 |
| Savant Wealth Management | Middleton | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
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