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424 E. Wisconsin Avenue, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-01 |
| WI | RA | APPROVED | 2007-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winch Advisory Services | Appleton | WI | 01/2002 | Present |
Name of other business: Adam Winch Music; Is business Investment related: No; Address of other business: Appleton, WI; Nature of other business: Music; Your position: Owner; Start date of relationship: 2006; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Musician.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-27 |
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