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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 |
|---|---|---|---|---|
| Sii Investments/ Vision Investment Planning Group | Green Bay | WI | 05/2014 | 10/2017 |
| Petal Pusher | Green Bay | WI | 09/2016 | 01/2019 |
| Woodbury Financial Services Inc | Green Bay | WI | 09/2018 | 01/2024 |
| Osaic Wealth, Inc. | De Pere | WI | 01/2024 | Present |
1. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 2. TAX MANAGEMENT SERVICES, INC. POSITION: Tax Preparer NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2024 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Tax preparation for investment and non-investment clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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