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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| WI | RA | APPROVED | 2014-02-07 |
Branch Locations
N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspiriant Llc | Milwaukee | WI | 06/2012 | 12/2017 |
| Aspiriant Llc | Milwaukee | WI | 01/2018 | 01/2019 |
| Aspiriant Llc | Milwaukee | WI | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-09 |
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