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N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-29 |
Branch Locations
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 07/2023 | 10/2025 |
| U.S. Bancorp Fund Services, Llc | Milwaukee | WI | 06/2022 | 06/2023 |
| U.S. Bancorp Fund Services, Llc | Milwaukee | WI | 06/2021 | 05/2022 |
| U.S. Bancorp Fund Services, Llc | Milwaukee | WI | 06/2020 | 08/2020 |
| Direct Supply | Milwaukee | WI | 10/2020 | 04/2021 |
| Cyganiak Planning, Inc. | Brookfield | WI | 05/2019 | 08/2019 |
| Nelson Brothers Power Center | Menomonee Falls | WI | 06/2018 | 08/2018 |
| Uptown Ford Lincoln | Milwaukee | WI | 06/2017 | 12/2017 |
| Marquette University | Milwaukee | WI | 08/2018 | 05/2022 |
| Marquette University High School | Milwaukee | WI | 08/2014 | 05/2018 |
| Madison Partners | Madison | WI | 11/2025 | 07/2026 |
| Ellenbecker Investment Group, Inc. | Waukesha | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
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