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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-01-03 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • United States
525 Junction Rd, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Wealth Management | Madison | WI | 08/2012 | 12/2021 |
| Slatestone Wealth, Llc | Madison | WI | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-06 |
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