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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-19 |
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 |
|---|---|---|---|---|
| Scottrade, Inc | St. Louis | MO | 11/2013 | 03/2018 |
| Wells Fargo Clearing Services Llc | Milwaukee | WI | 07/2018 | 10/2019 |
| Unemployed | Milwaukee | WI | 03/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2019 | 09/2024 |
| Raymond James & Associates Inc. | Cincinnati | OH | 09/2024 | 01/2026 |
| Johnson Bank | Milwaukee | WI | 03/2026 | Present |
| Johnson Wealth Inc | Milwaukee | WI | 03/2026 | Present |
(1) Johnson Bank; investment-related affiliate; 555 E Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; SVP Director of Wealth Sales; March 2026; full time dual employee of Johnson Bank and Johnson Wealth Inc. (2) Name of Business: BRT Associates Address: 6269 Parkview Road, Greendale, WI, 53129, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/30/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Tranquil Partners LLC Address: 6269 Parkview RD, Greendale , WI, 53129, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/08/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Apply for the mortgage and setup payments. Our management company does the rest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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