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Mequon, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Koehler & Levin | Palm City | FL | 05/2007 | Present |
| Polar Investment Counsel Inc | Palm City | FL | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
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