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1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Madison | WI | 01/2013 | 10/2019 |
| Arbor Point Advisors | Middleton | WI | 10/2019 | 11/2022 |
| Securities America, Inc. | Middleton | WI | 10/2019 | 11/2022 |
| Goldstein Advisors, Llc | Madison | WI | 10/2022 | Present |
| Kestra Investment Services Llc | Madison | WI | 11/2022 | 12/2023 |
***Society of St. Vincent de Paul Centennial Advisory Council; Not Investment related; 2033 Fish Hatchery Road, PO Box 259686, Madison, WI 53725; Nature: Helping individual, organizational, and business connections for centennial support, and update on all things centennial 2025-2026; Position: Advisory Council Member; Start Date: 9/27/24; approximately one hour/month; approximately one hour/month during securities trading hours; Duties: Provide feedback and advice on marketing ideas and promote service opportunity awareness in the community. ***SVdP St. Maria Goretti Parish Conference; not investment related; 5121 Flad Avenue, Madison, WI 53711; Nature: Supporting role to the president in meetings in keep the discussion on the agenda; Position: Associate; Start Date: 3/10/25; approximately 2 hours/month; zero hours/month during securities trading hours; Duties: Group of volunteers who assist local individuals in need. The meeting purpose is to discuss needs in the community and provide assistance for those in need. ***Business Professional Association; Not investment related; Address: None; Nature: Networking group to build and maintain a diverse group of business professionals and give back in the community; Position: Member; Start: 2/2/2024; approximately 2 hours/month; one hour/month during securities trading hours; Duties: Group of business professionals who build and maintain and serve the needs of our clients, enhance the businesses of our members, and give back to the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-17 |
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