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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-22 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mpc Advisers | Brookfield | WI | 07/2024 | Present |
| Bartender | Germantown | WI | 08/2020 | Present |
| Good Karma Brands | Milwaukee | WI | 10/2022 | 06/2024 |
| Motis Brands | Germantown | WI | 06/2021 | 08/2022 |
| Office And Practice Solutions | Whitefish Bay | WI | 09/2020 | 06/2021 |
| The Wisconsin Club | Brown Deer | WI | 05/2017 | 10/2020 |
| Riveredge Nature Center | Saukeville | WI | 05/2019 | 08/2019 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2018 | 05/2020 |
| University Of Wisconsin - Madison | Madison | WI | 09/2016 | 06/2018 |
| Osaic Wealth Inc | Brookfield | WI | 06/2025 | Present |
1. BLACKSTONE CREEK GOLF CLUB POSITION: Bartender NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: N112W17300 Mequon Rd, Germantown WI 53022, United States DESCRIPTION: I occasionally bartend at a bar and golf course in Germantown, WI. The business name is Blackstone Creek Golf Club located at N112W17300 Mequon Rd, Germantown, WI 53022. My duties there include bartending and serving food to guests. I started doing this out of college in August of 2020. I only pick up approximately 2 shifts per month totaling about 20 hours per month. I devote no time to this job during securities trading hours; I only work nights and weekends. 2. MIDWEST PLANNING COMPANY, LLC DBA MPC ADVISERS POSITION: Registered Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/08/2024 ADDRESS: 16655 W Bluemound Rd, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Assisting adviser in an administrative capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
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