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777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-24 |
Branch Locations
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Asset Management | Menomonee Falls | WI | 01/2005 | 03/2020 |
| National Investment Services Of America, Llc | Milwaukee | WI | 08/2020 | Present |
| Unemployed Due To Job Displacement | Mequon | WI | 04/2020 | 07/2020 |
Beginning in August 2021, Mr. Price has worked as a football coach with the Mequon-Thiensville School District during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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