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201 2Nd Street South, Hudson, WI 54016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isc Fianncial Advisors | Minneapolis | MN | 10/2023 | 03/2024 |
| Strategic Tax & Business Consultants, Llc | Medina | MN | 10/2022 | 09/2023 |
| Yam Haus, Llc | Hudson | WI | 01/2017 | 10/2022 |
| Fairview Health Services | Burnsville | MN | 01/2016 | 09/2016 |
| Unemployed - Full Time Student | Minneapolis | MN | 09/2013 | 12/2016 |
| Leverty Financial Group, Llc | Hudson | WI | 03/2024 | Present |
| Lfg Tax, Llc | Hudson | WI | 03/2024 | Present |
1) LFG Tax, LLC; 03/2024; Non-investment related; 201 2nd Street South, Hudson, WI 54016; Tax services; Tax preparation and filings; Associate; 80 hours/month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-26 |
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