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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-20 |
| CA | RA | APPROVED | 2019-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| M&I Financial Advisors | Indianapolis | IN | 07/2008 | 03/2019 |
| M&I Insurance Services | Milwaukee | WI | 07/2008 | 03/2019 |
| M&I Trust Company | Milwaukee | WI | 07/2008 | 03/2019 |
| Bmo Harris Bank N.A. | Milwaukee | WI | 07/2011 | 03/2019 |
| Bmo Harris Financial Advisors, Inc. | Carmel | IN | 08/2012 | 03/2019 |
| Meriwest Credit Union | San Jose | CA | 03/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2019 | Present |
| Cetera Investment Advisers Llc | San Jose | CA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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