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6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED_RES | 2017-08-01 |
| WI | RA | APPROVED | 2015-10-28 |
Branch Locations
6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leach, Bickmore, & Weiss Wealth Management, Llc | Madison | WI | 10/2015 | Present |
Dan J. Weiss is a licensed independent insurance agent; HyphaWay, LLC; Not Investment Related; 6410 Enterprise Ln, Ste 120, Madison, WI 53719; Financial Planning SaaS for Financial Advisors; Managing Member; 07/14/2021; 10 hours per month; 5 hours per month during securities trading hours; roles applicable to a managing member establishing a new software. LBW Consulting, LLC; Not Investment Related; 6410 Enterprise Ln, Ste 120, Madison, WI 53719; Business Consulting; Managing Member = LBW Group; 7/29/22; 10 hours per month; 5 hours per month during securities trading hours; roles applicable to a managing member operating a business consulting company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-02 |
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