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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appleton Group Llc | Appleton | WI | 09/2019 | 10/2023 |
| Unemployed | Green Bay | WI | 07/2019 | 09/2019 |
| Savoye Salon Spa | Green Bay | WI | 03/2019 | 07/2019 |
| Imaginasium | Green Bay | WI | 06/2016 | 03/2019 |
| Johnson Wealth Inc | Green Bay | WI | 10/2023 | Present |
| Johnson Bank | Green Bay | WI | 10/2023 | Present |
Johnson Bank; investment-related affiliate; 318 S Washington St, Green Bay, WI; wealth management, trust services, banking, loans; Wealth Advisor; October 2023; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
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