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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
| WI | RA | APPROVED | 2026-06-24 |
Branch Locations
6601 Boulder Brook Court, Dubuque, IA 52003 • United States
835 Geneva Pkwy Suite 2, Lake Geneva, WI 53147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Libertyville | IL | 01/2017 | 04/2017 |
| New York Life Insurance Company | Milwaukee | WI | 10/2016 | 01/2017 |
| Self-Employed | Genoa City | WI | 05/2016 | 10/2016 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 04/2017 | 05/2018 |
| Wells Fargo Clearing Services Llc | Barrington | IL | 05/2018 | 10/2020 |
| Mml Investors Services | Chicago | IL | 11/2020 | 12/2023 |
| Ameriprise Financial Services, Llc | Lake Geneva | WI | 12/2023 | 06/2026 |
| Stackstone Wealth, Llc | Lake Geneva | WI | 06/2026 | Present |
INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 11/16; HOURS AS NEEDED TO SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
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