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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-12 |
Branch Locations
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'NEil, Cannon Law Firm | Milwaukee | WI | 02/2009 | 11/2017 |
| Foley & Lardner | Milwaukee | WI | 11/2017 | 05/2019 |
| Johnson Bank | Milwaukee | WI | 05/2019 | Present |
| Johnson Wealth Inc | Milwaukee | WI | 05/2019 | Present |
Johnson Bank; investment-related affiliate; 555 E Wells St, Milwaukee, WI; wealth management, trust services, banking, loans; SVP Director of Wealth Strategy; May 2019; full-time advisor and dual employee of Johnson Bank and Johnson Wealth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-12 |
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