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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2020-09-04 |
| WI | RA | APPROVED | 2016-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Investment Services | Kewaskum | WI | 07/2009 | 10/2016 |
| Jp Morgan Securities Llc | Oshkosh | WI | 10/2016 | Present |
| Wisconsin Hickory Syrup, Llc | Princeton | WI | 01/2012 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: WISCONSIN HICKORY SYRUP POSITION: OWNER START DATE: 1/1/2012 ADDRESS: W3755 Princeton, WI 54968 DETAILS: PRODUCER OF HICKORY-BASED FOOD PRODUCTS. SAELSMAN AT FARM MARKET BOOTH. HOURS DEDICATED (per month unless otherwise indicated): 15 HRS PER MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-02-14 |
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