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424 E. Wisconsin Avenue, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winch Advisory Services Llc | Appleton | WI | 10/2009 | Present |
| Belmark, Inc. | De Pere | WI | 08/2009 | Present |
BELMARK, INC., 600 HERITAGE ROAD, DE PERE, WI; NOT INVESTMENT-RELATED. FLEXOGRAPHIC PRINTING. I AM A COST ACCOUNTANT AND STARTED IN AUGUST OF 2009. ROUGHLY 160 PER MONTH, 140 OF THAT DURING SECURITIES TRADING HOURS. I PROVIDE COST ACCOUNTING AND PRICING SKILLS TO THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-28 |
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