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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-18 |
| WI | RA | APPROVED | 2012-10-01 |
Branch Locations
524 Genesee Street, Delafield, WI 53018 • United States
3201 Village Square Dr, Hartland, WI 53029 • United States
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 |
|---|---|---|---|---|
| Bank One | New Berlin | WI | 02/2000 | Present |
| J.P. Morgan Securities Llc | Delafield | WI | 10/2012 | Present |
| Waukesha North High School | Waukesha | WI | 03/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Delafield | WI | 05/1998 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: WAUKESHA NORTH HIGH SCHOOL POSITION: ASSISTANT VARSITY BASEBALL COACH START DATE: 3/1/2019 ADDRESS: 2222 Waukesha, WI DETAILS: Coach INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 25 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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