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431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-01 |
Branch Locations
6727 Frank Lloyd Wright Ave, Middleton, WI 53121 • United States
431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Form Wealth Advisors | Lake Geneva | WI | 05/2022 | 08/2024 |
| Primex Inc. | Lake Geneva | WI | 06/2021 | 04/2022 |
| Pier 290 Restaurant | Williams Bay | WI | 05/2020 | 09/2020 |
| Evergreen Country Club | Elkhorn | WI | 06/2018 | 09/2019 |
| The Anchor | Newville | WI | 04/2017 | 09/2017 |
| Unemployed | Elkhorn | WI | 01/2013 | 03/2017 |
| Student | Elkhorn | WI | 09/2020 | 05/2021 |
| Student | Elkhorn | WI | 09/2019 | 05/2020 |
| Student | Elkhorn | WI | 09/2017 | 06/2018 |
| Raymond James Financial Services, Inc. | Middleton | WI | 04/2022 | 09/2024 |
| Raymond James Financial Services Advisors, Inc | Middleton | WI | 04/2023 | 09/2024 |
| Franks Piggly Wiggly | Elkhorn | WI | 01/2021 | 05/2021 |
| Form Wealth Advisors, Llc | Lake Geneva | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-07 |
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