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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise Education Korea | Appleton | WI | 09/2022 | Present |
| Amazon | Greenville | WI | 11/2021 | 03/2022 |
| Unemployed | Appleton | WI | 03/2022 | 07/2022 |
| Itutorgroup | Appleton | WI | 03/2021 | 11/2021 |
| Dyb Choisun Language Institute | Seongnam | 09/2019 | 07/2020 | |
| Unemployed | Neenah | WI | 07/2020 | 03/2021 |
| Mater Dei School | Bangkok | 05/2018 | 04/2019 | |
| Unemployed | Neenah | WI | 05/2019 | 09/2019 |
| Samyook Language School | Seoul | 09/2017 | 02/2018 | |
| Unemployed | Neenah | WI | 03/2018 | 05/2018 |
| Fuxue Primary School | Beijing | 09/2016 | 08/2017 | |
| Unemployed | Neenah | WI | 12/2015 | 09/2016 |
| Rise Education Korea | Appleton | WI | 07/2021 | 08/2021 |
| Rise Education Korea | Appleton | WI | 07/2022 | 08/2022 |
| Woodbury Financial Services Inc | Oshkosh | WI | 09/2022 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
1) *Rise Education Korea Yeoksam-Dong 786-15 Gangnam-Gu Seoul, South Korea Rise is not investment related, they are an English teaching company. My title is an ESL Teacher, and I teach English as a second language (ESL) to South Korean students online. My duties include teaching reading to small groups of students, and providing them with feedback. I teach from my computer in my home. -My relationship started with Rise on July 26th, 2021 to August 20, 2021 where I taught a four week summer camp teaching ESL online to South Korean students. I taught another summer camp with Rise from July 25th, 2022 to August 19th, 2022. I am currently teaching ESL with Rise again starting on September 14th, 2022. These classes will end on December 2nd, 2022. -I am teaching approximately 16 hours a month with Rise, and none of those hours are during securities trading hours. 2. WT FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/22/2022 ADDRESS: 5111B Green Valley Rd, Oshkosh WI 54904, United States DESCRIPTION: Assess clients needs for life insurance and match them to a product that fits their needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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