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200 S Executive Dr. Suite 101, Brookfield, WI 53005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-08-15 |
| IL | RA | APPROVED | 2017-03-31 |
Branch Locations
300 N Corporate Dr Suite 220, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csc Investments Llc | New Berlin | WI | 04/2015 | Present |
| Entasis Asset Management Llc | New Berlin | WI | 01/2016 | Present |
CSC Investments LLC is a non investment-related business. 13070 W Longleaf Dr New Berlin, WI 53151 CSC Investments LLC is a business set up to manage personal real estate investments. My position is President. I have been involved with the business since it was formed in April 2015. I devote about 5-10 hours per month to the business outside of normal securities trading hours. My duties are primarily project oversight.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-24 |
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