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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-15 |
| WI | RA | APPROVED | 2021-01-15 |
Branch Locations
400 Midland Ct Ste 103, Janesville, WI 53546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Milwaukee | WI | 07/2011 | 01/2021 |
| Bmo Harris Financial Advisors, Inc. | Beloit | WI | 08/2012 | 01/2021 |
| Wells Fargo Clearings Services, Llc. | Janesville | WI | 01/2021 | Present |
BELOIT HEALTH SYSTEMS, INV RELATED; BELOIT, WI, FINANCE COMMITTEE MEMBER, START 5/31/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, OVERSIGHT OF BUDGET, PORTFOLIO, AND MANAGER PERFORMANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-13 |
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