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Oregon, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1930 Monroe Street Suite 327, Madison, WI 53711 • United States
Oregon, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Staffing Plus (Ameriprise) | Madison | WI | 05/2011 | 01/2018 |
| Ameriprise Financial Services, Inc. | Madison | WI | 09/2014 | 01/2018 |
| Adler Financial Llc | Oregon | WI | 11/2019 | Present |
| Coordinated Capital Securities | Madison | WI | 01/2018 | 10/2020 |
| Aflatex Technologies, Lda. | Lisbon | 01/2023 | Present |
Name of Business: AFLatex Technologies, Lda. Investment Related: No Address: Lisbon, Portugal Nature of Business: Technology for processing and stabilizing natural rubber and latex Position Held: Director of Finance Start Date: January 2023 Hours per Month: 15 Hours per Month during trading hours: 5 Duties: Manage the finance department of AFLatex Technologies handling contract details, business accounting and taxes, financing opportunities, dividend payouts, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
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