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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-25 |
| FL | RA | APPROVED | 2018-10-25 |
| IL | RA | APPROVED | 2018-10-24 |
| TX | RA | APPROVED_RES | 2018-10-24 |
| WI | RA | APPROVED | 2013-01-02 |
Branch Locations
Palm Springs, CA • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
3200 Main Street, Stratford, CT 06614 • United States
Mcmurray, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial, Inc. | Depere | WI | 12/2012 | Present |
| Mutual Trust Company Of America Securities | St Petersburg | FL | 09/2023 | Present |
| Mutual Trust Asset Management | St Petersburg | FL | 09/2023 | Present |
1- Bass, Guitar, Vocals in a local cover band with occasional gigs outside market hours approximately 4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-02 |
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