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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-25 |
Branch Locations
3000 Riverside Dr Suite 150, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Green Bay | WI | 04/2022 | 01/2023 |
| Oneamerica Securities | Green Bay | WI | 11/2022 | 01/2023 |
| Shawano School District | Shawano | WI | 08/2015 | 01/2018 |
| Oconto Falls School District | Oconto Falls | WI | 01/2018 | 08/2018 |
| Green Bay Public Schools | Green Bay | WI | 08/2018 | 07/2022 |
| Lpl Financial Llc | Pulaski | WI | 03/2023 | 03/2024 |
| Premier Community Bank | Marion | WI | 01/2023 | 03/2024 |
| Osaic Wealth Inc | Green Bay | WI | 03/2024 | Present |
1) 03/23/2023 - Premier Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / at reported location(s) / 741 US Highway 32 Pulaski, WI 54162 Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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