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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-02 |
| WI | RA | APPROVED | 2011-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pewaukee | WI | 10/2010 | Present |
| Bank Of America,Na | Waukesha | WI | 01/2011 | Present |
I*70292 Entity Type: For-Profit Organization Name of outside business organization: MSP Venture LLC Investment related: No Address of business: Waukesha, Wisconsin 53189 Position, title, association: Owner Start date of relationship: 8/1/2013 Number of hours devoted: 4 hrs Monthly Number of hours devoted during trading hours: 0 Duties: I reactivated a previously closed LLC I used to buy and sell small quantities of electronic equipment online. I reactivated the LLC for the purpose of buying equipment and selling. I*886277 For profit or not for profit: Entity For Profit Name of outside business organization: Castle Solutions of Florida LLC Investment related: No Address of business: Summerfield, Florida, 34491 Position, title, association: Member of LLC, Non-Owner Start date of relationship: 6/15/2022 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Family owned LLC I*: 903236 Entity Type: Charitable Name of OBA: Rotary International - Burlington Address: Burlington, WI 53105 Investment Related: No Position, Title, Association: Foundation Chair Employee Start Date: 06/30/2022 Number of Hours: 2.5 hrs annually Number of Hours during trading: 1 hr annually Duties: Foundation Chair: Responsible for simply filling out a report quarterly. President-Elect: New Position and as of July 1st to be President for the following year July 2025-June 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-18 |
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