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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-12-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Menomonee Falls | WI | 01/2007 | 10/2021 |
| Rental Property Ownership | Milwaukee | WI | 12/2009 | Present |
| Allspring Funds Distributor, Llc | Menomonee Falls | WI | 11/2021 | 01/2025 |
| Allspring Funds Distributor, Llc | Menomonee Falls | WI | 02/2025 | Present |
B&B Investment Partners, LLC | 4780 ELMBROOK WAY BROOKFIELD, WI 53005 | REAL ESTATE INVESTING- PARTNER| 10 -40 hours per month | Assist in the rehabilitation of properties purchased and ongoing property management once rented. RENTAL PROPERTY OWNERSHIP POSITION: Owner/landlord NATURE: Residential real estate - This pertains to the upper unit in a duplex, which is my primary residence. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2009 ADDRESS: 1729 N. 48th street, Milwaukee WI 53208, United States DESCRIPTION: Oversee the occupancy of the additional unit in my duplex. Address needs/issues with theproperty as they come up.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-14 |
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