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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| WI | RA | APPROVED | 2024-08-05 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Trust Company | Green Bay | WI | 09/2002 | 08/2024 |
| Associated Investment Services, Inc. | Green Bay | WI | 09/2010 | 08/2024 |
| Rbc Capital Markets, Llc | Green Bay | WI | 08/2024 | Present |
| City National Bank | Green Bay | WI | 10/2024 | Present |
NAME OF ENTITY: Greater Green Bay Ymca, Inc. ADDRESS: 235 Jefferson Street Green Bay Wisconsin 54301 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jan 01, 2020 CAPACITY: Board of Directors DUTIES: Member of the Board where we provide strategic direction for the YMCA HOURS DEVOTED PER MONTH: 0 - 4 hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 hours NAME OF ENTITY: Jason Wilke Rental Property ADDRESS: 9254 Lime Kiln Road Sturgeon Bay Wisconsin 54235 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Apr 01, 2024 CAPACITY: Owner DUTIES: Second home in Door County rented for short term. HOURS DEVOTED PER MONTH: 0 - 4 hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
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