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Daniel Felix Shvartsman

Associated Investment Services, Inc.

Port Washington, WI

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Current Employers
Associated Investment Services, Inc.

433 Main Street, Green Bay, WI 54301-5114 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-08
MN RA APPROVED 2024-11-15
MI RA APPROVED 2023-05-30
GA RA APPROVED 2022-10-19
NV RA APPROVED 2022-02-23
CA RA APPROVED 2022-01-21
OH RA APPROVED 2021-09-09
AZ RA APPROVED 2017-06-26
TX RA APPROVED_RES 2017-01-24
IL RA APPROVED 2013-10-31
FL RA APPROVED 2013-08-29
WI RA APPROVED 2006-05-23
  • NC RA
    APPROVED
    Since 2026-05-08
  • MN RA
    APPROVED
    Since 2024-11-15
  • MI RA
    APPROVED
    Since 2023-05-30
  • GA RA
    APPROVED
    Since 2022-10-19
  • NV RA
    APPROVED
    Since 2022-02-23
  • CA RA
    APPROVED
    Since 2022-01-21
  • OH RA
    APPROVED
    Since 2021-09-09
  • AZ RA
    APPROVED
    Since 2017-06-26
  • TX RA
    APPROVED_RES
    Since 2017-01-24
  • IL RA
    APPROVED
    Since 2013-10-31
  • FL RA
    APPROVED
    Since 2013-08-29
  • WI RA
    APPROVED
    Since 2006-05-23

Branch Locations

222 N Wisconsin Street, Port Washington, WI 53074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Associated Investment Services, Inc. Green Bay WI 05/2006 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-07
  • S66 Uniform Combined State Law Examination
    2004-12-07

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · PORT WASHINGTON, WI
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LPL FINANCIAL LLC · PORT WASHINGTON, WI
EDWARD JONES · SAUKVILLE, WI
EQUITABLE ADVISORS, LLC · GRAFTON, WI
CETERA INVESTMENT ADVISERS LLC · Saukville, WI
MONEY CONCEPTS CAPITAL CORP · Grafton, WI

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