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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
2924 Marketplace Dr 200, Fitchburgh, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Festival Foods | Onalaska | WI | 01/2015 | 06/2017 |
| Walsh Golf Course | Lacrosse | WI | 05/2018 | 08/2018 |
| Onalaska Parks & Rec | Onalaska | WI | 05/2018 | 08/2018 |
| Walsh Golf Course | Lacrosse | WI | 05/2017 | 08/2017 |
| Ace Hardware | French Island | WI | 05/2019 | 10/2023 |
| Midwest Financial Group | Fitchburgh | WI | 10/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | 08/2026 |
| Unemployed | Onalaska | WI | 08/2017 | 05/2018 |
| Unemployed | Onalaska | WI | 08/2018 | 05/2019 |
| Osaic Wealth Inc | Fitchburgh | WI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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