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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-04-04 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
916 Willard Drive Suite 125 A, Green Bay, WI 54304 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Green Bay | WI | 09/2014 | 01/2023 |
| Capital Credit Union | Green Bay | WI | 09/2014 | 04/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 04/2023 |
| Packerland Brokerage Serivces | Green Bay | WI | 04/2023 | Present |
Help prepare income taxes for about 10 family and friends which I am compensated for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-09 |
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