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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sheboygan | WI | 04/2024 | 06/2025 |
| Fox Den Landscape & Nursery | Mayville | WI | 03/2016 | 05/2019 |
| Kwik Trip | Mayville | WI | 11/2017 | 05/2019 |
| Zuern Building Products | Allenton | WI | 02/2019 | 01/2021 |
| Amerhart | Green Bay | WI | 09/2020 | 05/2021 |
| Zuern Building Products | Cedarburg | WI | 05/2021 | 09/2021 |
| Zuern Building Products | Remote/Green Bay | WI | 09/2021 | 05/2022 |
| Zuern Building Products | Allenton | WI | 05/2022 | 04/2024 |
| University Of Wisconsin - Green Bay | Green Bay | WI | 09/2019 | 03/2020 |
| Wiaa | Green Bay Area | WI | 01/2020 | 03/2021 |
| Kohler Credit Union | Sheboygan | WI | 04/2024 | Present |
| Osaic Wealth Inc | Manitowoc | WI | 06/2025 | Present |
1. 03/27/2024- KCU Investment & Retirement Services- DBA for LPL Business (entity for LPL business)- Inv Rel- location put at reported business location (s) 2. Tru Stage - Investment Related - 840 East Green Bay Ave, Saukville, WI 53080 - Associate Financial Advisor 3. RUBY WEALTH MANAGEMENT LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/09/2025 ADDRESS: 2316 Washington Street, Manitowoc WI 54220, United States DESCRIPTION: During tax season, our representatives also offer tax preparation services for our investment clients and other individuals. 4. HIBBARD AND RUBY WEALTH MANAGEMENT POSITION: Wealth & Tax Advisor NATURE: I am going to be doing business as "Hibbard and Ruby Wealth Management" INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2025 ADDRESS: 2316 Washington Street, Manitowoc WI 54220, United States DESCRIPTION: I am going to be doing business as "Hibbard and Ruby Wealth Management"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-13 |
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