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1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-18 |
| WI | RA | APPROVED | 2016-04-18 |
Branch Locations
1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
Waterford, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt | Mequon | WI | 07/2014 | Present |
Tuscola Farms, LLC Not Investment-Related 6708 Burma Road, Waterford, WI 53185 Real Estate Beneficial Owner 12/01/2024 2 hours/month, not during trading hours Various aspects of property rentals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-20 |
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