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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kwik Trip, Inc | La Crosse | WI | 05/2016 | 01/2026 |
| University Of Wisconsin-La Crosse | La Crosse | WI | 09/2012 | 12/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
| Rush Wisconsin West Soccer | La Crosse | WI | 09/2015 | 03/2026 |
| Quantum Group Planners | Onalaska | WI | 01/2026 | Present |
| Two Personal Rental Properties | La Crosse | WI | 08/2025 | 03/2026 |
| Rush Wisconsin West Soccer | La Crosse | WI | 06/2025 | Present |
| Rental Porperty | La Crosse | WI | 04/2022 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: QUANTUM GROUP PLANNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2026 APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING 2. NAME OF OTHER BUSINESS: RUSH WISCONSIN WEST SOCCER; INVESTMENT RELATED: NO; ADDRESS: 2500 HAUSER STREET LOS ANGELES, WI 54601; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER SOCCER AND CLUB ADVICE TO THE RESPECTIVE BOARD IN TERMS OF COMMUNITY ENGAGEMENT, SERVANT LEADERSHIP AND TECHNICAL SOCCER APPLICATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
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