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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
10411 Corporate Drive Suite 200, Pleasant Prairie, WI 53158 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Kenosha | Kenosha | WI | 03/2014 | 12/2021 |
| Ppg Partners Llc | Kenosha | WI | 08/2011 | 06/2019 |
| Spectrum Wealth Advisors | Pleasant Prairie | WI | 01/2022 | Present |
| Woodbury Financial Services Inc | Pleasant Prairie | WI | 06/2022 | 01/2024 |
| Osaic Wealth, Inc. | Pleasant Prairie | WI | 01/2024 | Present |
SJL Tax & Accounting Non investment related 10411 Corporate Drive Ste 202 Pleasant Prairie, WI 53158 Tax & Accounting Owner/President 07/01/2019 160hrs/month Owner and president. Tax preparation and accounting services provided.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
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