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Anthony Trindade

Drake & Associates, LLC

Waukesha, WI

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Current Employers
Drake & Associates, Llc

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-26
  • WI RA
    APPROVED
    Since 2026-03-26

Branch Locations

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taco Bell Franklin WI 02/2015 01/2017
Rogers Enterprises Inc. Oak Creek WI 09/2017 12/2017
Greenville Marketing Solutions Greenville SC 01/2018 07/2018
Papa Johns Greenville SC 09/2018 12/2019
Joseph Campione Oak Creek WI 03/2020 12/2020
Charles Schwab Phoenix AZ 12/2021 05/2023
Kingdom Financial Group Peoria AZ 05/2023 06/2025
Kingdom Financial Group Peoria AZ 06/2025 12/2025
Grand Canyon University Phoenix AZ 12/2020 12/2021
Unemployed N/A AZ 12/2019 03/2020
N/A Franklin WI 01/2017 09/2017
Fullerton Financial Planning Peoria AZ 05/2023 12/2025
N/A Franklin WI 01/2019 03/2019
N/A Phoenix AZ 01/2021 12/2021
Drake And Associates Waukesha WI 01/2026 Present
Drake & Associates, Llc Waukesha WI 01/2026 Present
  • 02/2015 → 01/2017
    Taco Bell
    Franklin, WI
  • 09/2017 → 12/2017
    Rogers Enterprises Inc.
    Oak Creek, WI
  • 01/2018 → 07/2018
    Greenville Marketing Solutions
    Greenville, SC
  • 09/2018 → 12/2019
    Papa Johns
    Greenville, SC
  • 03/2020 → 12/2020
    Joseph Campione
    Oak Creek, WI
  • 12/2021 → 05/2023
    Charles Schwab
    Phoenix, AZ
  • 05/2023 → 06/2025
    Kingdom Financial Group
    Peoria, AZ
  • 06/2025 → 12/2025
    Kingdom Financial Group
    Peoria, AZ
  • 12/2020 → 12/2021
    Grand Canyon University
    Phoenix, AZ
  • 12/2019 → 03/2020
    Unemployed
    N/A, AZ
  • 01/2017 → 09/2017
    N/A
    Franklin, WI
  • 05/2023 → 12/2025
    Fullerton Financial Planning
    Peoria, AZ
  • 01/2019 → 03/2019
    N/A
    Franklin, WI
  • 01/2021 → 12/2021
    N/A
    Phoenix, AZ
  • 01/2026 → Present
    Drake And Associates
    Waukesha, WI
  • 01/2026 → Present
    Waukesha, WI
Previous Registrations
Other Businesses

Name of other business: Insurance Agent Investment related: yes Address: 20965 Crossroads Circle Waukesha WI 53186 Nature of other business: fixed insurance product sales Position: agent Title: agent Start date: 3/2026 Hours/month: 5 Hours/month during securities trading hours: 5 Insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-25
  • S65 Uniform Investment Adviser Law Examination
    2025-06-25
Other Names
  • Anthony Trindade

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