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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
| WI | RA | APPROVED | 2024-06-10 |
Branch Locations
440 Science Drive Suite 303, Madison, WI 53711 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Madison, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 01/2011 | 07/2023 |
| Bank Of America,N.A. | Madison | WI | 06/2011 | 07/2023 |
| Steward Partners Investment Solutions, Llc | Madison | WI | 07/2023 | Present |
| Vantage Point Private Wealth Llc | Madison | WI | 07/2023 | 05/2025 |
| Steward Partners Investment Advisory, Llc | Madison | WI | 06/2024 | Present |
| Vpwisco Llc | Madison | WI | 05/2025 | Present |
1)OBA Type: Business Ownership; Name of Activity: VPWISCO LLC DBA Vantage Point Private Wealth; City/State: MADISON, WI; Nature of Business: Investment Firm; Position: OWNER; Start date: 01/01/2025; 160 HRS/MO devoted to activity; 160 HRS/MO devoted during business hours: Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
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