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999 Fourier Drive Suite 301, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
| WI | RA | APPROVED | 2019-07-31 |
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 |
|---|---|---|---|---|
| Clf Asset Management, Inc. | Madison | WI | 05/2019 | Present |
| Mass Mutual | Madison | WI | 12/2018 | 05/2019 |
| Uw-Madison | Madison | WI | 09/2016 | 05/2019 |
| Aiesec Madison | Madison | WI | 11/2016 | 07/2017 |
| Barton Solvents, Inc. | West Bend | WI | 05/2017 | 08/2017 |
| Uw Flexible Option | Madison | WI | 02/2018 | 11/2018 |
| Clf Asset Management | Madison | WI | 05/2018 | 08/2018 |
Capitol Lakes Financial, LLP, an insurance agency and as such is separately licensed as an independent insurance agent. In this capacity, he can affect transactions in insurance products for his clients and earn commissions for these activities. Lussier Community Education Center - Treasurer for 501c3 without authorization to transfer funds in any way. Advise on budgeting and serve board of directors. Unpaid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-31 |
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