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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-25 |
Branch Locations
725 Rxr Plaza - East Tower, Uniondale, NY 11556 • United States
100 N. Corporate Drive Suite 100, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 04/2011 | 02/2017 |
| Associated Bank Na | Green Bay | WI | 02/2017 | Present |
| Lpl Financial Llc | Green Bay | WI | 02/2017 | Present |
1) Chernoff Diamond/USI; 100 N. Corporate Dr., Suite 100, Brookfield, WI 53045; 07/2020; Consultant; Insurance planning, sales and service; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) CHILIMANIA; POSITION: Board Member NATURE: Fundraising for local scholarships and other non-profits. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023; ADDRESS: 1007 N. Main St., Edgerton WI 53534, United States; DESCRIPTION: Organize the annual event, coordinate volunteers, oversee marketing, determine non-profits who will receive profits after the event. (Food pantries, sports groups, school programs,...) 3) Youth Life Builders of Southern Wisconsin; 657 Liquori Road Edgerton, WI 53534; Scholarship Organization; Not Investment Related; President; Provide leadership, help develop marketing material, conduct quarterly meetings and apply for grants and generate personal donations to support funding summer scholarships for students grades; 12/01/2023; 2 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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