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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blain's Farm & Fleet | Madison | WI | 09/2018 | 05/2019 |
| Promega Corporation | Madison | WI | 08/2020 | 08/2022 |
| Lakestone Properites | Mcfarland | WI | 01/2020 | 08/2021 |
| First Citizens State Bank | Whitewater | WI | 09/2022 | 08/2025 |
| Mcfarland High School | Mcfarland | WI | 09/2017 | 06/2021 |
| University Of Wisconsin-Whitewater | Whitewater | WI | 09/2021 | 05/2025 |
| Bergstrom Chevrolet Of Madison | Madison | WI | 05/2023 | 02/2024 |
| Unemployed | Mcfarland | WI | 10/2002 | 09/2018 |
| First Citizens State Bank | Whitewater | WI | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Whitewater | WI | 12/2025 | Present |
TREASURER FOR WHITEWATER ROTARY CLUB; MAKING DEPOSITS, WRITING CHECKS, TRACKING MEMBER DUES AND DONATIONS; 1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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