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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-06 |
Branch Locations
6000 Poplar Ave Suite 250, Memphis, TN 38119 • United States
229 S Main Street, Fort Atkinson, WI 53538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 11/2002 | Present |
| Coordinated Capital Securities Inc | Madison | WI | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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