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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-23 |
Branch Locations
12939 E Pinecroft Way Suite 200, Spokane Valley, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Tacoma | WA | 07/2024 | 08/2025 |
| Washington State University | Pullman | WA | 08/2020 | 05/2024 |
| Kitsap County Treasurers Office | Port Orchard | WA | 05/2023 | 08/2023 |
| Fircrest Golf Club | Fircrest | WA | 06/2017 | 08/2022 |
| Bret Michael Wheeler | Spokane Valley | WA | 03/2026 | 04/2026 |
| Bliss Small Batch Creamery | University Place | WA | 05/2023 | 08/2023 |
| Unemployed | University Pl | WA | 08/2025 | 01/2026 |
| Student | Tacoma | WA | 09/2015 | 06/2020 |
| Bret Wheeler | Spokane Valley | WA | 04/2026 | Present |
| Northwestern Mutual Investment Services Llc | Spokane Valley | WA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
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