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1 South Pinckney Street Suite 800, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-13 |
Branch Locations
1 South Pinckney Street Suite 800, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Dallas | TX | 08/2020 | 05/2022 |
| Maple Bluff Country Club | Madison | WI | 05/2016 | 08/2020 |
| Lululemon | Madison | WI | 07/2019 | 10/2020 |
| Cyc Fitness | Madison | WI | 04/2016 | 10/2019 |
| Student | Madison | WI | 01/2015 | 08/2020 |
| Charles Schwab Bank | New York | NY | 05/2022 | 05/2023 |
| Bbr Partners | Chicago | IL | 06/2023 | 03/2026 |
| Isthmus Partners, Llc | Madison | WI | 04/2026 | Present |
FIELD HOUSE MIDDLETON, WI FITNESS STUDIO INSTRUCTOR SINCE 06/2026 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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