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999 Fourier Drive Suite 301, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-06-22 |
Branch Locations
999 Fourier Drive Suite 301, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Lakes Financial | Madison | WI | 09/2016 | Present |
Insurance Licensed and employed by Capitol Lakes Financial, LLP Alumni Association board member for Wayland Academy Alpenhaus Market, LLC; Un-paid support; Not Investment Related; 618 Railroad St. New Glaurus WI 53574; Focuses on selling vintage and artisan goods in store and online; Marital support, consulting, maintenance, general labor; Start date with business: 2025-04-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-22 |
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