Robert Alan Mcelroy

Current Employers

Employment History

• 01/2026 → 06/2026
  Osaic Wealth, Inc.
  Waukesha, WI
• 10/2023 → Present
  Z Enterprises, Ltd, Dba Choice Advisors
  Waukesha, WI
• 10/2023 → Present
  Z Enterprises, Ltd, Dba Focused Tax Solutions
  Waukesha, WI
• 04/2023 → Present
  Ridgeview Window Washing
  Pewaukee, WI
• 01/2015 → 10/2023
  Student
  Katy, TX
• 10/2023 → 02/2026
  Osaic Wealth, Inc.
  Waukesha, WI
• 06/2026 → Present
  Osaic Wealth, Inc.
  Waukesha , WI

Other Businesses

1. FOCUSED TAX SOLUTIONS LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: N16W23233 Stone Ridge Dr, Ste 150, Waukesha WI 53188, United States DESCRIPTION: Tax Preparation 2. Z ENTERPRISES, LTD POSITION: Employee NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2023 ADDRESS: N16W23233 Stone Ridge Dr, Ste 150, Waukesha WI 53188, United States DESCRIPTION: S Corp for Payroll 3. CHOICE ADVISORS, LLC POSITION: Agent NATURE: DBA name for Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 10/01/2023 ADDRESS: N16W23233 Stone Ridge Drive, Ste 150, Waukesha WI, 53188 DESCRIPTION: Sales of Fixed Insurance Products 4. RIDGEVIEW WINDOW WASHING LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 671 Main St, Pewaukee WI 53072, United States DESCRIPTION: Admin/Cleaner 5. CHOICE ADVISORS LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2023 ADDRESS: N16W23233 Stone Ridge Dr, Waukesha WI 53188, United States DESCRIPTION: DBA name for Securities and Insurance Business

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01