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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-21 |
Branch Locations
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2016 | 10/2018 |
| Cuna Mutual Group | Waverly | IA | 05/2016 | 10/2018 |
| Unemployed | Madison | WI | 11/2018 | 12/2018 |
| Contemporary Services Corporation | Madison | WI | 01/2019 | 11/2023 |
| Lpl Financial Llc | Madison | WI | 07/2019 | 04/2025 |
| Uw Credit Union | Madison | WI | 06/2019 | 04/2025 |
| Lincoln Investment | Fort Washington | PA | 08/2025 | 07/2026 |
| Unemployed | Madison | WI | 03/2025 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 07/2026 | Present |
It has been reviewed prior to onboarding, but I work as an hourly part-time College Planning Advisor with Yorkshire College Planning. This is not a securities-related position. I am paid to help parents and their children understand the college filing and admissions process, FAFSA/CSS profiles and financial strategies which can improve their Estimated Family Contribution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-30 |
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