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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2021-01-03 |
Branch Locations
330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202 • United States
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 |
|---|---|---|---|---|
| Wealthspire Advisors | Milwaukee | WI | 05/2013 | Present |
| Wealthspire Capital, Llc | Milwaukee | WI | 12/2015 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-01 |
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