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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-07-13 |
| WI | RA | APPROVED | 2001-04-17 |
Branch Locations
207 E Michigan St Suite 200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1834 Investment Advisors Co. | Milwaukee | WI | 05/2013 | Present |
| Premier Asset Management Llc | Chicago | IL | 06/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-20 |
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