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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-03 |
Branch Locations
10 Terrace Court Suite 103, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Madison | WI | 12/2014 | 02/2021 |
| Wealthspire Advisors | Madison | WI | 02/2021 | Present |
BIG BROTHERS BIG SISTERS OF DANE COUNTY, 2059 ATWOOD AVENUE, CITY OF OPERATION: MADISON, WISCONSIN, NATURE OF TYPE OF BUSINESS ACTIVITIES: NON-PROFIT ORGANIZATION FOCUSED ON MENTORING AT-RISK YOUTH, CHARTERED MUNICIPALITY OR STATE DANE COUNTY, OFFICER TITLE: NOT NECESSARILY AN OFFICER - JUST ON THE BOARD OF DIRECTORS,1 YEAR, 0-1 HR PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-14 |
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