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320 W Grand Ave Ste 303, Wisconsin Rapids, WI 54495 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-09-13 |
| FL | RA | APPROVED | 2017-08-22 |
| WI | RA | APPROVED | 2017-07-18 |
Branch Locations
320 W Grand Ave Ste 303, Wisconsin Rapids, WI 54495 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Buena Vista Investment Management | Wisconsin Rapids | WI | 04/2003 | 09/2017 |
| Sullivan Investment Managementllc | Wisconsin Rapids | WI | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-27 |
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