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550 Science Drive, Madison, WI 53711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Tiburon | CA | 01/2017 | 02/2017 |
| Lateef Investment Management | Greenbrae | CA | 01/2015 | 12/2016 |
| Corvara Capital, Llc | Tiburon | CA | 03/2017 | 06/2019 |
| Madison Investment Advisors | Madison | WI | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-31 |
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