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414 N. Main Street, Thiensville, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Milwaukee Company | Thiensville | WI | 03/2026 | Present |
| Unemployed | Madison | WI | 12/2025 | 03/2026 |
| Shepherd Financial Advisors, Llc | Madison | WI | 05/2025 | 09/2025 |
| Sentryworld | Stevens Point | WI | 05/2024 | 10/2024 |
| University Of Wisconsin-Madison | Madison | WI | 01/2024 | 03/2024 |
| College | Madison | WI | 09/2023 | 12/2025 |
| College | La Crosse | WI | 09/2022 | 05/2023 |
| Wal-Mart | Plover | WI | 07/2020 | 01/2025 |
| School | Stevens Point | WI | 08/2016 | 05/2022 |
| Doordash | Madison | WI | 12/2025 | 12/2025 |
| Doordash | Madison | WI | 07/2024 | 07/2024 |
| Doordash | Madison | WI | 08/2023 | 08/2023 |
| Doordash | Madison | WI | 05/2023 | 05/2023 |
| Doordash | Madison | WI | 03/2023 | 03/2023 |
| Doordash | Madison | WI | 01/2023 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-06 |
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