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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2013-11-08 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
1 Erdman Place Suite 404, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Madison | WI | 11/1999 | 02/2022 |
| Rsm Us Llp | Madison | WI | 10/2016 | 02/2022 |
| Choreo, Llc | Madison | WI | 02/2022 | Present |
Walnut Washington, LLC. Nature of the business is real estate property. Location of business is 5846 Devoro Road, Fitchburg, WI 53711. I am an 8.333% shareholder in this business. I have no official duties. I spend approximately 1-5 hours per month during business & non-business hours to this activity. Start date is 10/15/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
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