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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pericles Financial | Ripon | WI | 01/2023 | Present |
| Student | Ripon | WI | 01/2013 | Present |
| Osaic Wealth Inc | Ripon | WI | 08/2024 | Present |
1. I work part time for my father's company, Quality Plumbing, as laborer. The business is not investment-related. Located in Ripon, Wi at 1137 W Fon du Lac St. I have been working there part time since 2018. I devote approximately 200 hours a year, most of that time is helping with installing toilets, showers modules, tubs and faucets. This is strictly to alleviate some heavy lifting from my father. I am also enrolled in UW-Whitewaters campus and have been a full time student for 10 years. 2. PERICLES FINANCIAL SERVICES POSITION: Registered Assistant NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 06/16/2026 ADDRESS: 608 E Fond Du Lac St, Ripon WI 54971, United States DESCRIPTION: Provide assistance to my boss to increase office efficiency.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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