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1 South Pinckney Street Suite 800, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-09-26 |
Branch Locations
1 South Pinckney Street Suite 800, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isthmus Partners, Llc | Madison | WI | 05/2014 | Present |
David is on the University of Wisconsin Carbone Cancer Center Advisory Board since 10/2004. Director - This is not an investment related activity. No activity is performed during trading hours. Limited number of hours is dedicated to this activity monthly. AEW Companies LLC Partner Holding Company for Partnership in a fitness studio Since 02/2026 less than one hour per month not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-09 |
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