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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
150 South Sunny Slope Road Suite 101, Brookfield, WI 53005 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life | Philadelphia | PA | 02/1992 | Present |
| Fortis Investors, Inc. | Brookfield | WI | 06/1992 | Present |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1) WJS WEALTH MANAGEMENT INC; POSITION: AGENT; NATURE: CORP TRADITIONAL INSURANCE; INVESTMENT RELATED: NO; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 0; START DATE: 06/01/1985; ADDRESS: 150 S SUNNYSLOPE RD, BROOKFIELD WI 53005; DESCRIPTION: PROVIDE INSURANCE. 2) FRIENDS FOR HEALTH IN HAITI POSITION: Board Member NATURE: 503C INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: PO Box 653, Cedarburg WI 53012, United States; DESCRIPTION: Provide direction and insight in opereations 3. WJS WEALTH MANAGEMENT POSITION: N/A NATURE: No separate business has been created, working under my current business name WJS Wealth Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 150 S Sunnyslope Rd, Suite 101, Brookfield WI 53005, United States DESCRIPTION: Tax preparation and filing for my clients with standard returns, ie. 1099's & W-2 income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-19 |
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