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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Point Capital | Milwaukee | WI | 06/2022 | 12/2022 |
| University Of Wisconsin - Madison | Madison | WI | 09/2018 | 06/2022 |
| Germantown High School | Germantown | WI | 09/2014 | 09/2018 |
| Sagepoint Financial, Inc. | Milwaukee | WI | 12/2022 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP POSITION: Registered Representative NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2025 ADDRESS: 1200 N Mayfair Rd, Ste 300, Milwaukee WI 53226, United States DESCRIPTION: Assist clients with investment solutions, financial planning, income planning, and insurance needs. Assist clients, open accounts, answer phones, mail, and assist advisors as needed 2. FIRST TEAM FINANCIAL POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2025 ADDRESS: 8112 W Bluemound Rd, Suite 94, Milwaukee WI 53213, United States DESCRIPTION: Preparing tax returns from the start of the year until April 15th.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-13 |
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