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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Milwaukee | WI | 03/2004 | 05/2018 |
| Charles Schwab Bank | Milwaukee | WI | 02/2005 | 05/2018 |
| Oak Creek-Franklin School District | Oak Creek | WI | 01/2017 | 05/2018 |
| Johnson Bank | Racine | WI | 05/2018 | 04/2021 |
| Johnson Wealth Inc. | Racine | WI | 08/2018 | Present |
| Johnson Bank | Racine | WI | 04/2021 | Present |
JOHNSON BANK,INVESTMENT-RELATED AFFILIATE; 555 MAIN STREET, RACINE, WI; PORTFOLIO MANAGER; 05/21/2018; WEALTH MANAGEMENT, TRUST SERVICES, LOANS AND BANKING; FULL-TIME PORTFOLIO MANAGER AND DUAL EMPLOYEE OF JOHNSON BANK AND JOHNSON WEALTH INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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