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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Custer Financial Services | Madison | WI | 09/1981 | Present |
| Self-Employed | Madison | WI | 09/1981 | Present |
| Lincoln Financial Advisors Corporation | Madison | WI | 04/1984 | 01/2025 |
| Custer Financial Services, Llc | Madison | WI | 02/2017 | Present |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1. CENTER FOR BLACK EXCELLENCE POSITION: Donor Advisory Committee member NATURE: Non profit celebrating Black history and stories INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2026 ADDRESS: 671 Badger Rd, Madison WI 53713, United States DESCRIPTION: Meet 2-3 times a year to advise staff of potential donors and connections; stay abreast of activities to advance in the community 2. COMMUNITY OF HOPE POSITION: Worship Team member NATURE: Faith Community INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 7118 Old Sauk Rd, MADISON WI 53717, United States DESCRIPTION: Plan and help develop services and decor 3. ART LIT LAB POSITION: Director on Board NATURE: Art space promoting arts for all. Especially in music, visual arts and literature INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2025 ADDRESS: 111 S. Livingston St, Madison WI 53703, United States DESCRIPTION: Member of Board; attend meetings, advocate in community; support activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-03 |
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