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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2021-07-26 |
| NJ | RA | APPROVED | 2021-07-12 |
| TX | RA | APPROVED_RES | 2021-07-12 |
| GA | RA | APPROVED | 2021-06-04 |
| WI | RA | APPROVED | 2021-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 11/2011 | 08/2017 |
| Morgan Stanley | Madison | WI | 12/2017 | 08/2019 |
| Three Lakes Securities, Llc | Madison | WI | 11/2011 | 08/2017 |
| Cr Outdoors, Llc | Waunakee | WI | 05/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | 08/2019 |
| Guardian Resources | Madison | WI | 11/2019 | 11/2020 |
| Guardian Capital Management, Llc | Madison | WI | 01/2020 | 08/2020 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 01/2020 | 08/2020 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 09/2020 | 11/2020 |
| Transamerica Financial Advisors | Waunakee | WI | 06/2021 | Present |
| World Financial Group, Inc. | Waunakee | WI | 06/2021 | Present |
| Jpmorgan Chase | Madison | WI | 12/2020 | 05/2021 |
| Guardian Resources | Madison | WI | 11/2019 | 12/2020 |
| M3 | Madison | WI | 11/2011 | 08/2017 |
| Unemployed | Waunakee | WI | 09/2019 | 10/2019 |
| Unemployed | Waunakee | WI | 09/2017 | 11/2017 |
| Gunning For Hope Inc, | Waunakee | WI | 09/2013 | Present |
| Cr Ridge Ranch Llc | Rock Springs | WI | 04/2025 | Present |
| Uwccc | Madison | WI | 02/2018 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). CR OUTDOORS LLC/Investment Related - No/ 18710 Doudna Lane, Richland Center, WI 53581, 608-630-2000/ Farm / Owner / 05.2009/ 10 / 0 /Maintaining farm by mowing lawn and cleaning home. GUNNING FOR HOPE INC,/Investment Related - No/913 Countryside Xing, Waunakee, WI 53597/Co-Founder, board member. Not for profit family foundation that uses only volunteers and all proceeds are directed to cancer charity. Currently recipient is UW Carbone Cancer Center where I am on their advisory board that is a non-paid, volunteer only seat./Co-Founder/05.2013/1/0/Coordinating the one day annual event. Registration, food, volunteers. CR RIDGE RANCH LLC POSITION: OWNER NATURE: farm INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2025 ADDRESS: S4289 Excelsior Dr, Rock Springs WI 53961, United States DESCRIPTION: overseeing farmer duties UWCCC POSITION: Advisory Board Member NATURE: Advisory Board for Cancer Research INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 9 START DATE: 02/20/2018 ADDRESS: 600 Highlands Ave, Madison WI 53792, United States DESCRIPTION: I am on the UW Carbone Cancer Center Advisory Board. The committee I am on is Patient Experience. We meet three times a year and discuss how the patient and their family can have the best experience.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-05 |
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