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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-22 |
Branch Locations
N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waukesha | WI | 03/2022 | Present |
| Ripon College | Ripon | WI | 08/2014 | 05/2018 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 01/2019 | 08/2021 |
| Fis Global | Brown Deer | WI | 01/2020 | 02/2022 |
| East Troy High School | East Troy | WI | 03/2019 | 06/2022 |
| Geneva Laboratories, Inc. | Elkhorn | WI | 06/2018 | 01/2020 |
| East Troy Community School District | East Troy | WI | 05/2016 | 08/2017 |
| Iag Wealth Partners, Llc | Waukesha | WI | 03/2022 | Present |
1) LPL Financial, LLC - broker-dealer registered representative - Investment-related - At reported business location(s) - 32 Hours per month (32 hours during trading hours) - Start date: 03/2022. 2) DoorDash - Other - DELIVERY - Non investment related - 10 Hours per month - Start date: 01/01/2020. 3) The Ingleside Hotel - Outside/W-2 Employment - Country Christmas Employee - WI 53072 - Non investment related - 20 Hours per month - Start date: 11/15/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-15 |
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