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634 West Main Street Suite 302, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-29 |
| WI | RA | APPROVED | 2005-08-10 |
Branch Locations
634 West Main Street Suite 302, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mendota Financial Group, Llc | Madison | WI | 08/2005 | Present |
1) KUMADA, LLC; ENTITY ESTABLISHED TO AGGREGATE PERSONAL INVESTMENTS OF DANIEL GRESCH, KURT AHRENS AND MATTHEW GOETZKE; 634 W MAIN STREET, SUITE 302, MADISON, WI 53073; FACILITATE VARIOUS PERSONAL INVESTMENTS; SEPTEMBER 2013; MANAGING MEMBER; NO HOURS DURING SECURITIES TRADING HOURS; FACILITATE COMPLETION OF PARTNERSHIP TAX RETURN WITH CPA FOR INDIVIDUAL MEMEBERS. NO COMPENSATION WHATSOEVER RECEIVED. 2) MENDOTA VENTURE CAPITAL, LLC; AN SEC EXEMPT VENTURE CAPITAL REPORTING ADVISOR; MAY 2015; 49% IS OWNED BY KUMADA, THEREFORE INDIRECT OWNERSHIP THROUGH KUMADA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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