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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-04-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Brookfield | WI | 07/2006 | 11/2017 |
| Strategic Advisers, Inc. | Brookfield | WI | 07/2006 | 11/2017 |
| Tiaa | Brookfield | WI | 12/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Brookfield | WI | 12/2017 | 11/2020 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 04/2021 | 08/2026 |
| Charles Schwab Bank, Ssb | Brookfield | WI | 04/2021 | 08/2026 |
| Unemployed | Germantown | WI | 12/2020 | 03/2021 |
| Johnson Bank | Milwaukee | WI | 08/2026 | Present |
| Johnson Wealth Inc | Milwaukee | WI | 08/2026 | Present |
Johnson Bank; investment-related affiliate; 555 E Wells, Milwaukee, WI; wealth management, trust services, banking, loans; Wealth Advisor; August 2026; full-time advisor and dual employee of Johnson bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
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