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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-02 |
Branch Locations
1233 N Mayfair Road Suite 211, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | West Bend | WI | 10/2017 | 12/2019 |
| Mr. And Mrs. & Co. | Hubertus | WI | 01/2013 | Present |
| Ic Advisory Services Inc | West Bend | WI | 08/2018 | 12/2019 |
| Osaic Wealth, Inc. | Milwaukee | WI | 01/2020 | Present |
1. MR & MRS AND CO POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2012 ADDRESS: 17600 Brooklawn Dr, Brookfield WI 53045, United States DESCRIPTION: Custom woodworking. 2. FOREST VIEW FINANCIAL POSITION: self-employed NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1233 N Mayfair Rd, Suite211, Milwaukee WI 53229, United States DESCRIPTION: I have my insurance license, and play to sell life insurance and variable annuities to my clients when the time is right.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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