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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-24 |
| WI | RA | APPROVED | 2020-02-24 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
De Pere, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 09/2011 | 02/2020 |
| Bank Of America, N.A. | Green Bay | WI | 01/2012 | 02/2020 |
| Rbc Capital Markets, Llc. | Milwaukee | WI | 02/2020 | Present |
| City National Bank | Depere | WI | 03/2020 | Present |
(1) Name of Entity: 2465 Marina Circle LLC Address - 4384 Scray Hill Rd De Pere, WI 54115 Business Description - Commercial Real Estate Building Business is not investment related Projected Start Date 03/11/20 Capacity: Partner Duties Performed: none Hours Devoted to this OBA Per Month: 0 Hours Devoted to this OBA during business hours: 0 (2) Name: The Visionary Wealth Management Team, LLC (formerly known as Busick Cummings, LLC) Address: 1375 W Main Ave De Pere, WI 54115 Business Description: Account utilized for Team Expenses Business is not investment related Projected Start Date: 03/13/20 Capacity: Partner Duties Performed: None Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0 (3) NAME: Northsea47, LLC Non-Investment related ADDRESS: 1654 Crimson Ct, De Pere, WI 54115 Nature of OBA: LLC to hold 2 planes ownership, one is a charter Position/Title/Relationship: Owner - Active Start Date: 09/09/22 Time Devoted: 1 hour per month; 0 during securities trading hours DUTIES: Own 2 planes, one a charter, no active other ownership in LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
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