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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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