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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | St. Louis | MO | 10/2008 | 10/2016 |
| Raymond James Financial Services, Inc. | Edwardsville | IL | 01/2017 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Edwardsville | IL | 02/2017 | 02/2019 |
| Thebank Of Edwardsville | Edwardsville | IL | 01/2017 | 02/2019 |
| Johnson Wealth Inc | Madison | WI | 06/2025 | Present |
| Johnson Bank | Madison | WI | 06/2025 | Present |
| Bankers' Bank Of Madison | Madison | WI | 02/2019 | 03/2022 |
| United Bankers' Bank | Minneapolis | MN | 03/2022 | 05/2025 |
| Unemployed | Edwardsville | IL | 11/2016 | 01/2017 |
Johnson Bank; investment related affiliate; 555 Main Street, Racine WI; wealth management, trust services, banking, loans; Officer Wealth Advisor; June 2025; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-12 |
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