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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-28 |
| WI | RA | APPROVED | 2026-07-06 |
Branch Locations
525 Main Street Suite 410, Delafield, WI 53018 • United States
Pewaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Delafield | WI | 07/2026 | Present |
| Target Corporation | Waukesha | WI | 11/2022 | 05/2026 |
| Good Harvest Market | Pewaukee | WI | 06/2020 | 06/2026 |
| Fort Wilderness Ministries | Mcnaughton | WI | 05/2024 | 08/2024 |
| Fort Wilderness Ministries | Mcnaughton | WI | 05/2023 | 08/2023 |
| Fort Wilderness Ministries | Mcnaughton | WI | 06/2022 | 08/2022 |
| Fort Wilderness Ministries | Mcnaughton | WI | 05/2021 | 08/2021 |
| First Presbyterian Church Of Richfield | Richfield | WI | 03/2019 | 12/2021 |
| Unemployed | Hubertus | WI | 07/2016 | 04/2020 |
| City National Bank | Delafield | WI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
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