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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-31 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
716 Pine Street, Green Bay, WI 54301 • United States
1010 Wisconsin Dells Parkway #8, Wisconsin Dells, WI 53950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biltmore Investment Management, Llc | Green Bay | WI | 04/2001 | 06/2020 |
1. Viridiam, LLC; 3030 Lowell Drive, Green Bay, WI 54311; Payroll & HR for Printing Company; 160 hours/month 2. Bellue & Associates, Inc; 1039 W. Mason Street, Suite 120, Green Bay, WI 54303; Registered Assistant; Financial Management; 80 hours/month 3. Green Bay Estate Planning Forum; Non-profit group of estate planning professionals; Treasurer; 1 hour/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-02 |
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