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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-12-15 |
Branch Locations
Cincinnati, OH • United States
Zoe, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities Inc | Madison | WI | 12/2014 | Present |
Name of business: Martin Dressman CPA, LLC Investment related: No Address: Same as branch office Nature of business: Tax services Position/Title/Relationship: CPA and Owner Start Date: 1991 # Hours spent on this activity/month: tax season (10 weeks/year) # Hours spent on this activity/month during trading hours (if different): Description of duties: Tax prep and planning Name of business: Boone's Lodge Address: 970 Village Dr, Rogers, KY Nature: Rental property Position, Title, Relationship: Owner Start Date: 12/1/2020 Hours/month: 5 Hours/month during trading: 5 Duties: Joint owner with wife, partial rental and personal use
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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