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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-15 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
2300 Riverside Drive, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lizer Lawncare And Irrigation | Green Bay | WI | 06/2017 | 09/2020 |
| University Of Wisconsin-Madison Dining Services | Madison | WI | 08/2019 | 03/2020 |
| Unity Point Health Meriter Hospital | Madison | WI | 09/2020 | 01/2024 |
| University Of Wisconsin-Madison Bacteriology Department | Madison | WI | 05/2021 | 08/2021 |
| University Of Wisconsin - Green Bay Nutritional Sciences | Green Bay | WI | 08/2023 | 05/2025 |
| Sonida Senior Living | Green Bay | WI | 02/2024 | 06/2025 |
| Marshfield Medical Center - Weston | Weston | WI | 06/2025 | Present |
| Bay Port High School | Green Bay | WI | 09/2015 | 06/2019 |
| University Of Wisconsin-Madison | Madison | WI | 09/2019 | 05/2023 |
| University Of Wisconsin-Green Bay | Green Bay | WI | 09/2023 | 05/2025 |
| Blueprint Financial Advisors | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
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