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111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2021-01-04 |
| IL | RA | APPROVED | 2021-01-04 |
| IA | RA | APPROVED | 2021-01-04 |
| LA | RA | APPROVED | 2021-01-04 |
| AZ | RA | APPROVED | 2019-08-01 |
| FL | RA | APPROVED | 2019-07-24 |
| MN | RA | APPROVED | 2019-06-05 |
| CO | RA | APPROVED | 2014-12-15 |
| MI | RA | APPROVED | 2009-11-19 |
| TX | RA | APPROVED_RES | 1993-01-01 |
| WI | RA | APPROVED | 1990-05-25 |
Branch Locations
111 E. Wisconsin Avenue, Suite 1310, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee | WI | 12/1989 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-19 |
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