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7702 W Mequon Rd, Mequon, WI 53097-3217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookfield Central High School | Brookfield | WI | 08/2014 | 06/2018 |
| Marquette University | Milwaukee | WI | 07/2018 | 05/2023 |
| Pwc | Milwaukee | WI | 05/2021 | 08/2021 |
| Pwc | Milwaukee | WI | 05/2022 | 08/2022 |
| Richmond Investment Services | Mequon | WI | 08/2022 | 10/2023 |
| Pwc | Chicago | IL | 10/2023 | 07/2025 |
| Lpl Financial | Mequon | WI | 11/2025 | Present |
| Pwc | Chicago | IL | 07/2025 | 10/2025 |
| Richmond Investment Services Llc | Mequon | WI | 11/2025 | Present |
| Richmond Investment Services Llc | Mequon | WI | 11/2025 | Present |
1- 11/2025 / Alexander Mirsberger / Notary / Notary / Investment Related / 1 hr mth / Start date: 11/25/2025 2- 11/2025 / Richmond Investment Services ,LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 11/2025 / SZA Investments,LLC / Business Owner / Investment Related / Start date: 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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