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Current Employers
Stockbridge Private Wealth Management, Llc

Sun Prairie, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-08-05
  • WI RA
    APPROVED
    Since 2014-08-05

Branch Locations

Sun Prairie, WI • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → Present
    Stockbridge Private Wealth Mgmt. Llc
    Sun Prairie, WI
  • 01/2022 → 02/2023
    University Of California - Los Angeles
    Los Angeles, CA
  • 01/2022 → 12/2022
    Bento Engine
    Wesport, CT
  • 11/2022 → Present
    Kansas State University
    Manhattan, KS
  • 02/2023 → Present
    The American College Of Financial Services
    King Of Prussia, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-16
  • S66 Uniform Combined State Law Examination
    2007-11-16
Designations

View on SEC IAPD

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