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342 N Water St Suite 600, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-05 |
| WI | RA | APPROVED | 2025-08-15 |
Branch Locations
342 N Water St Suite 600, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookdale Senior Living | Milwaukee | WI | 02/2022 | Present |
| Senior Management Inc | Barron | WI | 09/2018 | 05/2025 |
| Raymond James Financial Services | Geneva | IL | 05/2018 | 09/2018 |
| University Of Iowa Rec Services | Iowa City | IA | 08/2016 | 04/2018 |
| Verisight Analytics | Milwaukee | WI | 07/2025 | Present |
Name of the other business: Brookdale Senior Living Inc. Is the business investment-related? No Address of the other business: 6737 W Washington St, Suite 2300, Milwaukee, WI 53214 Nature of the business: Senior living and assisted living services Your position, title, or relationship with the other business: Business Analyst Start date of your relationship: 02/2022 Approximate number of hours/month you devote to the other business: 15-20 hours a week Number of hours you devote to the other business during securities trading hours: 10 - 15 hours Briefly describe your duties relating to the other business: I provide data analysis and reporting support for administrative and operational functions within Brookdale's senior living communities. This work is unrelated to investment advisory services. Name of the Other Business Verisight Analytics LLC (main product: MDS Genie) Is the Business Investment-Related? No Address of the Other Business 333 N Water St, Unit 1910 Milwaukee, WI 53202 Nature of the Business Healthcare analytics software company. Primary product, MDS Genie, provides tools to support data accuracy, compliance, and workflow efficiency for long-term care facilities. Your Position, Title, or Relationship with the Other Business Founder / Principal Start Date of Your Relationship 07/2025 Approximate Number of Hours/Month You Devote to the Other Business 15-20 hours per week Number of Hours You Devote to the Other Business During Securities Trading Hours 10-15 hours per week Briefly Describe Your Duties Relating to the Other Business I oversee product development, compliance alignment, and strategic planning for MDS Genie. I also coordinate with developers and clients to ensure the software meets healthcare regulatory requirements (e.g., HIPAA). This work is unrelated to investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
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