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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
2924 Marketplace Dr 200, Fitchburg, WI 53719 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Windsor | WI | 08/2014 | 11/2017 |
| Woodbury Financial Services Inc | Windsor | WI | 11/2017 | 02/2018 |
| Harbour Investments, Inc | Madison | WI | 04/2018 | 08/2018 |
| Beacon Wealth Management | Verona | WI | 04/2018 | 08/2018 |
| Midwest Financial Group | Madison | WI | 08/2018 | 08/2026 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 12/2024 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | 08/2026 |
| Osaic Wealth Inc | Fitchburg | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
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