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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-29 |
| WI | RA | APPROVED | 2024-04-16 |
Branch Locations
4520 E Towne Blvd, Madison, WI 53704 • United States
660 S Whitney Way, Madison, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Park Bank | Madison | WI | 10/2014 | 07/2017 |
| State Bank Of Cross Plains | Madison | WI | 07/2017 | 03/2020 |
| First Business Capital Corp | Madison | WI | 04/2020 | 05/2023 |
| Lpl Financial Llc | Madison | WI | 03/2021 | 05/2023 |
| Lincoln Financial Advisors Corporation | Madison | WI | 06/2023 | 04/2024 |
| J.P. Morgan Securities Llc | Madison | WI | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Madison | WI | 04/2024 | Present |
| Lake Ridge Bank | Madison | WI | 07/2017 | 03/2020 |
| Custer Burish Financial Services | Madison | WI | 06/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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