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2600 North Mayfair Rd. Suite 200, Milwaukee, WI 53226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2004-07-13 |
Branch Locations
2300 North Mayfair Road, Suite 405, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affiliated Financial Advisors Inc. | Milwaukee | WI | 01/2002 | Present |
| Capital Financial Services, Inc. | Minot | ND | 10/2003 | Present |
AFFILIATED FINANCIAL ADVISORS,INVESTMENT RELATED,2300 N MAYFAIR RD #640 MILWAUKEE,WI 53226,SECURITIES RELATED,REGISTERED INVESTMENT ADVISOR EMPLOYEE,01/01/03,160 PER MONTH ALL DURING SECURITY TRADING HRS, MARSON PROPERTY LLC,INVESTMENT RELATED, LOCATED AT: 1138 S 56TH ST, WEST ALLIS, WI 53214,REAL ESTATE,LANDLORD OF THE PROPERTY, APRIL/2005,5 HRS/MONTH,0 HRS DURING SECURITY TRADING HRS, CO-OWNER OF A DUPLEX,INVESTMENT RELATED, LOCATED AT: 7221 W TRIPOLI AVE, MILWAUKEE, WI 53220,REAL ESTATE, CO-OWNER,7/2003, 5 HRS/MONTH, 0 HRS DURING SECURITY TRADING HRS, LANDLORD FOR THE PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
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