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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-02 |
Branch Locations
10 Terrace Court Suite 103, Madison, WI 53718 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-08-15 |
| WI | RA | APPROVED | 2019-06-18 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
10 Terrace Court Suite # 103, Madison, WI 53718 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Army National Guard | Beloit | WI | 09/2000 | 04/2021 |
| Bronfman E.L. Rothschild Lp | Madison | WI | 05/2013 | 06/2019 |
| Bronfman E.L. Rothschild Capital, Llc | Madison | WI | 05/2017 | 06/2019 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 06/2019 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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