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Sun Prairie, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-08-05 |
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 |
|---|---|---|---|---|
| Stockbridge Private Wealth Mgmt. Llc | Sun Prairie | WI | 08/2014 | Present |
| University Of California - Los Angeles | Los Angeles | CA | 01/2022 | 02/2023 |
| Bento Engine | Wesport | CT | 01/2022 | 12/2022 |
| Kansas State University | Manhattan | KS | 11/2022 | Present |
| The American College Of Financial Services | King Of Prussia | PA | 02/2023 | Present |
The American College of Financial Services; Non-Investment Relates; Professor; Started 02/2023; Approximately 80 hours per month spent; 0 hours spent during trading hours; Teaching and Research. Kansas State University; Non Inv Rel; Adjunct Professor; Started xx/xxxx; teach classes in personal financial planning and advanced statistical methods.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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