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2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-17 |
Branch Locations
Sun Prarie, WI • United States
2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Capital Advisors | West Palm Beach | FL | 02/2026 | Present |
| Mml Investors Services, Llc | Madison | WI | 06/2020 | 11/2023 |
| University Of Wisconsin Oshkosh | Oshkosh | WA | 09/2016 | 12/2020 |
| Modern Woodmen Of America | Appleton | WI | 05/2019 | 04/2020 |
| Nike, Inc. | Oshkosh | WI | 08/2018 | 05/2019 |
| Levi Strauss & Company | Pleasant Prairie | WI | 08/2015 | 04/2017 |
| Lpl Financial Llc | Madison | WI | 11/2023 | 05/2024 |
| Summit Credit Union | Madison | WI | 11/2023 | 05/2024 |
| Horace Mann Investors Inc | Springfield | IL | 05/2024 | 02/2026 |
| Horace Mann Companies | Springfield | IL | 05/2024 | 02/2026 |
I maintain a broker contract, a limited servicing relationship, with MassMutual to maintain legacy accounts for family which was established earlier in my carrer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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