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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-08 |
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 |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 12/2010 | 04/2024 |
| Pnc Investments | Pittsburgh | PA | 12/2010 | 04/2024 |
| Johnson Wealth Inc | Milwaukee | WI | 05/2024 | Present |
| Johnson Bank | Milwaukee | WI | 05/2024 | Present |
Johnson Bank; investment related affiliate; 555 E Wells St, Milwaukee WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; May 2024; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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