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417 Genesee Street, Delafield, WI 53018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Delafield | WI | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Delafield | WI | 11/2016 | 07/2021 |
| Cushing Capital Partners, Llc | Delafield | WI | 07/2021 | Present |
1) ROCK BEND FARMS, LLP, NOT INVESTMENT RELATED, N7302 HIGHWAY F, OCONOMOWOC, WI 53066, RECREATIONAL BUSINESS, OVERSIGHT OF FARM OPERATIONS AND ANNUAL MEETING OF OWNERS, PRESIDENT, OCTOBER 2010, APPROXIMATELY 4 HOURS DEVOTED PER MONTH, 0 DURING BUSINESS HOURS. 2) MJO CONSULTING LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, REVENUE AND INDIVIDUAL EXPENSES FROM CUSHING CAPITAL GOES THROUGH THIS ENTITY, NO DUTIES BEYOND TAX PAYMENTS, JUNE 2021, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 3) MMO INVESTMENT PROPERTIES LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, ENTITY THAT OWNS CORPORATE OFFICE SPACE, PARTNER/OWNER, SEPTEMBER 2020, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 4) THE EMPTY NEST LLC, NOT INVESTMENT RELATED, S31 W33652 COUNTY ROAD G., DOUSMAN, WI, 53118, OVERSIGHT OF FARM OPERATIONS, FARMING OF TREES FOR PRODUCTION OF PAPER PRODUCTS (SILVICULTURE), MAY 2022, 5 HOURS PER MONTH, 0 DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-22 |
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