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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2026-03-30 |
| CO | RA | APPROVED | 2025-10-24 |
| IL | RA | APPROVED | 2024-11-19 |
| WI | RA | APPROVED | 2023-05-01 |
Branch Locations
1166 Quail Ct. Suite 100, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale Corp | Pewaukee | WI | 01/2022 | 06/2022 |
| Carroll University | Waukesha | WI | 09/2021 | 01/2022 |
| Roundys Distribution Center | Oconomowoc | WI | 06/2020 | 09/2021 |
| Naturescape | Muskego | WI | 05/2019 | 06/2020 |
| Wilmot Mountain | Wilmot | WI | 12/2018 | 05/2019 |
| Burlington United Soccer Club (Busc) | Burlington | WI | 04/2012 | 12/2018 |
| Unemployed | Burlington | WI | 06/2022 | 11/2022 |
| Guadian Life Insurance Company | Pewaukee | WI | 11/2022 | Present |
| Park Avenue Securities | Pewaukee | WI | 01/2023 | Present |
1. Parent's Estate - Trustee, Start Date: 12/15/2023, Address: W579 Valley View, 0 total hours per month; 0 during securities trading hours, No annual compensation, Not investment related, 2. Insurance Products Other Than Guardian- Start Date: 12/01/2024, Address: 1166 Quail Ct Ste 100, Pewaukee WI, 53072, 5 total hours per month; 5 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
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