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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-13 |
Branch Locations
N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waukesha | WI | 01/2022 | Present |
| Integra Machine Tool | Waukesha | WI | 07/2018 | 01/2022 |
| Zin - Uncommon California Italian | Delafield | WI | 02/2013 | 07/2018 |
| Iag Wealth Partners, Llc | Waukesha | WI | 01/2022 | Present |
1.09/21/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name IAG Wealth Partners, LLC; Investment Related; at Reported Business Location(s); Start Date 01/17/2021; 160hrs/mth; 100hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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