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117 N Us Highway 141, Crivitz, WI 54114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle R Wealth Llc | Crivitz | WI | 10/2009 | Present |
| Stryde Solutions Llc | Green Bay | WI | 11/2016 | 04/2018 |
| Growth Management Group | Green Bay | WI | 11/2016 | 04/2018 |
| Afk Solutions Provider | Crivitz | WI | 12/2017 | 12/2024 |
| Sole Proprietor | Crivitz | WI | 04/2018 | Present |
1)Sole Proprietor; Investment Related; Crivitz, WI; Insurance products and services; 04/2018; Approximately 25% of time spent in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-30 |
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