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1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/1999 | Present |
| Intrinsic Investors, Llc | Wauwatosa | WI | 02/2000 | Present |
1. REGISTERED INVESTMENT ADVISER - 100% OF IARS TIME IS DEVOTED TO BEING AN IAR OF INTRINSIC INVESTORS, LLC PROVIDING FINANCIAL PLANNING/CONSULTING AND ASSET MANAGEMENT - INVESTMENT RELATED 2. INTRINSIC INVESTORS, LLC - OWNER AND MEMBER OF PRIVATE ENTITY FOR SECURITIES AND ADVISORY BUSINESSES; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
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