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Sparta, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holidays Pub & Grill | Sheboygan | WI | 11/2020 | 01/2022 |
| Fast Eddies | Sparta | WI | 03/2020 | 12/2020 |
| Kwik Trip | Sparta | WI | 03/2019 | 09/2020 |
| Lpl Financial, Llc | Sheboygan Falls | WI | 08/2022 | 08/2024 |
| Sparta High School | Sparta | WI | 09/2015 | 05/2019 |
| University Of Wisconsin Oshkosh | Oshkosh | WI | 09/2019 | 05/2023 |
| Merit Financial Advisors | Alpharetta | GA | 08/2022 | 06/2026 |
| Pks Investments | Albany | NY | 08/2024 | 06/2026 |
| Cambridge Investment Research | Sheboygan Falls | WI | 06/2022 | 08/2022 |
| Longevity Wealth Advisory Llc | Sparta | WI | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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