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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2017-04-24 |
Branch Locations
111 N Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Luxemburg | WI | 05/2010 | 10/2016 |
| Bank Of Luxemburg | Luxemburg | WI | 05/2010 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | Luxemburg | WI | 07/2011 | 10/2016 |
| Outagamie County Airport | Appleton | WI | 02/2013 | 09/2016 |
| Sii Investments, Inc. | Green Bay | WI | 10/2016 | 12/2017 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 10/2016 | Present |
| Nicolet National Bank | Green Bay | WI | 10/2016 | Present |
| Private Client Services | Louisville | KY | 01/2018 | Present |
1. Nicolet Advisory Services, 3091 Voyager Dr, Green Bay, WI, 54311. Investment advisory rep, 130 hrs/month, 120 hrs during trading time. 2. Non-investment related insurance sales through various carriers. 3. POA for my mother's investment account. Mother's investment account. POA 4 hrs/mo; 2 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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