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2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-22 |
| WI | RA | APPROVED | 2022-03-23 |
Branch Locations
2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jbc Wealth Advisors, Llc | Madison | WI | 05/2016 | 09/2018 |
| Johnson Block & Company, Inc. | Madison | WI | 11/2012 | 09/2018 |
| Bmo Harris N.A. | Madison | WI | 09/2018 | 02/2022 |
| Calculated Wealth Llc | Madison | WI | 02/2022 | Present |
| Johnson Block And Company Inc. | Madison | WI | 02/2022 | Present |
| Nkb Llc | Oregon | WI | 01/2019 | Present |
JOHNSON BLOCK AND COMPANY, INC.; NOT INVESTMENT-RELATED; 9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562; TAX PREPARATION; TAX SUPERVISOR; EMPLOYEE; FEBRUARY 2022; 40 HRS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS NKB, LLC; NOT INVESTMENT-RELATED; 760 N PERRY PKWY OREGON, WI 53575; TAX CONSULTING AND PREPARATION AND FINANCIAL EDUCATION WEBSITE; OWNER; JANUARY 2020; 10 HOURS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS, TAX CONSULTATION, AND PROVIDE FINANCIAL EDUCATION VIA WEBSITE WWW.CURIOUSANDCALCULATED.COM
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