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1 South Pinckney Street Suite 800, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-06-26 |
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 |
SSM/ST. MARY'S HOSPITAL FOUNDATION HEALTHCARE BOARD MEMBER SINCE 01/01/2018 APPROX. 3-5 HOURS PER MONTH EDGEWOOD COLLEGE FOUNDATION ADVISORY BOARD MEMBER OF COLLEGE ENDOWMENT FUND ADVISOR SINCE 11/01/2016 APPROX. 3 HOURS PER MONTH MADISON DOWNTOWN ROTARY INVESTMENT COMMITTEE MEMBER SINCE 07/01/2014 APROX. 3-5 HOURS PER MONTH ASSET BUILDERS OF AMERICA BOARD MEMBER FINANCIAL LITERACY SINCE 01/2022 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-03 |
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