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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-09 |
Branch Locations
330 E. Kilbourn Ave. Suite 1219, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Germantown | WI | 09/2003 | 04/2019 |
| Sikich Llp | Brookfield | WI | 04/2019 | 01/2021 |
| Ellenbecker Investment Group | Pewaukee | WI | 02/2021 | 09/2022 |
| Wealthspire Advisors | Milwaukee | WI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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