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Current Employers
Coordinated Capital Securities, Inc.

229 S Main Street, Fort Atkinson, WI 53538 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-12-15
  • OH RA
    APPROVED
    Since 2014-12-15

Branch Locations

Cincinnati, OH • United States

Zoe, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coordinated Capital Securities Inc Madison WI 12/2014 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-02
  • S66 Uniform Combined State Law Examination
    2000-10-02

View on SEC IAPD

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