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N19W24400 Riverwood Dr Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-02-09 |
Branch Locations
N19W24400 Riverwood Dr Suite 350, Waukesha, WI 53188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Innovations Securities, Llc | San Diego | CA | 06/2007 | Present |
| Capital Innovations, Llc | San Diego | CA | 06/2007 | Present |
| Mit Associates, Llc | Oconomowoc | WI | 10/2018 | 02/2020 |
| Mit Associates, Llc | Oconomowoc | WI | 02/2022 | Present |
1.) Capital Innovations, LLC; Pewaukee, WI; Investment Related; Since 06/2007; Partner/Owner/Officer; Firm involved in Investment Management; Duties include Portfolio Management; Devote 35 Hrs/Wk to this activity. 2.) Teton Wellness Partners; Austin, TX; Investment Related; Since 5/2019; Partner; Wellness-focused venture capital firm; Devote less than 1 hour/week to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-07 |
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