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Current Employers
Coordinated Capital Securities, Inc.

229 S Main Street, Fort Atkinson, WI 53538 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-03-01
  • WI RA
    APPROVED
    Since 2021-03-01

Branch Locations

2315 30Th Avenue, Kenosha, WI 53144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hoppe & Orendorff Sc Kenosha WI 12/1992 12/2017
Unemployed Trevor WI 12/2017 02/2018
Bell & Anderson Llc Lake Geneva WI 02/2018 04/2018
Cm Inc Kenosha WI 04/2018 12/2018
Unemployed Trevor WI 12/2018 01/2019
Coordinated Capital Securities Inc Madison WI 01/2019 Present
  • 12/1992 → 12/2017
    Hoppe & Orendorff Sc
    Kenosha, WI
  • 12/2017 → 02/2018
    Unemployed
    Trevor, WI
  • 02/2018 → 04/2018
    Bell & Anderson Llc
    Lake Geneva, WI
  • 04/2018 → 12/2018
    Cm Inc
    Kenosha, WI
  • 12/2018 → 01/2019
    Unemployed
    Trevor, WI
  • 01/2019 → Present
    Madison, WI
Previous Registrations
  • 2006-02-09 → 2007-12-31
    Hoppe & Orendorff, S.C.
    Kenosha, WI
Other Businesses

Name of business: Future State Financial Services LLC Investment related: Yes Address: 25016 121st St., Trevor, WI 53179 and 2315 30th Ave., Kenosha, WI 53144 Nature of business: Accounting and tax preparation Position: Owner Start date: 1/12/2018 Hours/month: 80 Hours/month during trading: 60 Duties: Accounting and tax preparation Name of Business: Piasecki Funeral Home, Inc Investment related: No Address: 3720 39th Ave, Kenosha WI 53144 Nature: Funeral Home Position/title: Treasurer Start date: 7/24/2019 Hours/month: 4 Hours/month during trading: 4 Duties: Accounting services Name: PAT, Inc. Investment related: No Address: 3720 39th Ave, Kenosha WI 53144 Nature: Rental Real Estate Position/title: Treasurer Start date: 7/24/2019 Hours/month: 1 Hours/month during trading: 1 Duties: Accounting services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2019-04-01
Other Names
  • Brad Potter

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