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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-13 |
Branch Locations
5107 North Ballard Rd. Suite 200, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleet Farm | Appleton | WI | 11/2018 | 03/2020 |
| Complete Fire Solutions | Neenah | WI | 03/2019 | 01/2024 |
| Student | La Crosse | WI | 09/2021 | 05/2025 |
| Student | Hortonville | WI | 03/2014 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2024 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Appleton | WI | 12/2024 | 06/2025 |
| Legacy Investment Services | Appleton | WI | 06/2025 | Present |
| Osaic Wealth Inc | Appleton | WI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
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