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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-05 |
| WI | RA | APPROVED | 2016-09-20 |
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 |
|---|---|---|---|---|
| Johnson Bank | Racine | WI | 06/2015 | Present |
| Johnson Wealth Inc. | Milwaukee | WI | 09/2016 | Present |
Johnson Bank; investment-related affiliate; 100 E. Wisconsin Avenue, Milwaukee, WI; wealth management, trust services, banking, loans; SVP Director of Equity Strategy/Portfolio Manager; June 2015; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-28 |
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