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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-24 |
Branch Locations
N88 W16624 Appleton Ave Suite 5, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Milwaukee | WI | 06/2022 | 03/2025 |
| Massmutual Life Insurance Company | Milwaukee | WI | 07/2022 | 03/2025 |
| The University Of Wisconsin Whitewater | Whitewater | WI | 09/2017 | 12/2022 |
| Nike Inc. | Johnson Creek | WI | 05/2021 | 02/2022 |
| Wally's Landscape Co | Oconomowoc | WI | 05/2020 | 05/2021 |
| Fairhaven Senior Services | Whitewater | WI | 12/2019 | 05/2021 |
| Albrecht's Sentry | Delafield | WI | 05/2018 | 09/2018 |
| Kettle Moraine School District | Wales | WI | 07/2012 | 06/2017 |
| E2 Retirement Consulting | Menomonee Falls | WI | 03/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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