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821 E Washington Avenue Suite 200, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED_RES | 2024-07-19 |
| WI | RA | APPROVED | 2024-07-19 |
Branch Locations
821 E Washington Avenue Suite 200, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | 01/2023 |
| Johnson And White Wealth Management | York | PA | 05/2014 | 01/2023 |
| Raymond James Financial Services, Inc. | York | PA | 02/2023 | 06/2024 |
| Miller And Gay Investment Management | York | PA | 02/2023 | 06/2024 |
| Jeffrey A. Gay, Cfp | York | PA | 05/2023 | 06/2024 |
| Ecio, Inc. | Madison | WI | 06/2024 | Present |
| Ecio | Madison | WI | 06/2024 | Present |
(1) My husband owns Blue Oak Construction, LLC and I am a signer on his bank account. No pay is received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
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