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Oregon, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Capital Planning Llc | Oregon | WI | 05/2026 | Present |
| Arrb Systems | Exton | PA | 09/2025 | Present |
| Uw Health University Hospital | Madison | WI | 01/2023 | 09/2025 |
| Mandli Communications | Fitchburg | WI | 10/2019 | 01/2023 |
| Hni Corporation | Muscatine | IA | 01/2016 | 10/2019 |
| 3D Lean Llc | Oregon | WI | 08/2021 | 12/2023 |
| Oregon School District | Oregon | WI | 08/2021 | 11/2025 |
ARRB Systems (Infrastructure asset management and civil engineering data collection services); Located at 770 Pennsylvania Dr #112, Exton, PA 19341. Business is non-investment related. Position Title: Senior Process Engineer. Relationship began September 2025. Devotes approximately 160 hours per month to this activity, with 120 of those hours occurring during standard securities trading hours. Duties are strictly operational and technical, including industrial process optimization, data quality control tracking, process step evaluations, and engineering workflow analysis. These industrial duties are entirely independent from any securities trading, investment advice, or portfolio market management, presenting no conflict of interest with advisory clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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