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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-03-12 |
| WI | RA | APPROVED | 2024-03-12 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Madison | WI | 07/2013 | 03/2024 |
| Rw Baird | Madison | WI | 03/2024 | Present |
SCHEMMEL LIFE INSURANCE TRUST / MADISON, WI 53717 / TRUST / OTHER PERSONAL TRUST / LIFE INSURANCE TRUST / IS THIS AN INDUSTRY SECTOR ORGANIZATION? N/A / TRUSTEE / TRUSTEE / POTENTIAL DEALING WITH UBS? CLIENT /SCOTT SCHEMMEL IS THE BROTHER IN LAW TO THE FINANCIAL ADVISOR. THE ACCOUNT HAS BEEN SET UP SINCE APRIL OF 2000. THE INVESTMENT IS A LIFE INSURANCE TRUST. / START DATE 04/19/2001. 2)SINSINAWA DOMINICANS / 585 COUNTY ROAD Z SINSINAWA,WI 53824 / MEMBER OF AN ADVISORY COMMITTEE / CONSULTATION / START DATE 1/1/2015 / 2 COMMITTEE MEETINGS/YEAR 3)SOCIETY OF ST. VINCENT DE PAUL / 2033 FISH HATCHERY ROAD MADISON,WI 53725 / RETAILERS / FUND RAISING / ADVISORY COUNCIL TO THE BOD / START DATE 3/26/2014 / 5 HOURS ANNUALLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-31 |
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