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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-07 |
Branch Locations
8000 Excelsior Drive Suite 201, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow Capital Management, Llc | Minneapolis | MN | 02/2017 | 06/2019 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 06/2019 | Present |
| Chorus Madison, Llc | Madison | WI | 01/2016 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
NAME: TASC FORCE, LLC INVESTMENT-RELATED BUSINESS: NO ADDRESS: 5700 LANCASHIER COURT, FITCHBURG, WI 53711 NATURE OF BUSINESS: FRANCHISE OWNERSHIP POSITION: PARTNER - OWNERSHIP ONLY START DATE: JANUARY 31, 2008 HOURS/MONTH DEVOTED TO BUSINESS: 2 HOURS DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS: 1 DUTIES: AS AN OWNER I READ OPERATIONAL REPORTS FOR INTEREST. I HAVE NO ASSIGNED DUTIES TO THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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