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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank (Formerly: Anchor Bank) | Neenah | WI | 02/2011 | 08/2022 |
| Lpl Financial, Llc | Oshkosh | WI | 10/2011 | 07/2022 |
| Fox Communities Investment Services | Oshkosh | WI | 08/2022 | 07/2025 |
| Lpl Financial Llc | Oshkosh | WI | 08/2022 | 07/2025 |
| Osaic Wealth Inc | Oshkosh | WI | 07/2025 | Present |
1. Hesperus Wealth Planning POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/18/2025 ADDRESS: 1730 Algoma Blvd, Suite B, Oshkosh WI 54901, United States DESCRIPTION: Non-variable life insurance and annuity sales 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2025 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-24 |
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