Best Investors Account Sign in
Inactive

Mitchell Williams Carlson

Capital Investment Services Of America Inc

Milwaukee, WI

Claim This Profile
Current Employers
Capital Investment Services Of America Inc

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-24
WA RA APPROVED 2025-01-30
AZ RA APPROVED 2019-06-21
FL RA APPROVED 2019-06-19
CO RA APPROVED 2019-05-20
VA RA APPROVED 2019-05-20
CA RA APPROVED 2019-05-14
IL RA APPROVED 2019-05-14
IA RA APPROVED 2019-05-14
LA RA APPROVED 2019-05-14
MI RA APPROVED 2019-05-14
MN RA APPROVED 2019-05-14
OH RA APPROVED 2019-05-14
TX RA APPROVED 2019-05-14
WI RA APPROVED 2018-09-15
  • NY RA
    APPROVED
    Since 2025-02-24
  • WA RA
    APPROVED
    Since 2025-01-30
  • AZ RA
    APPROVED
    Since 2019-06-21
  • FL RA
    APPROVED
    Since 2019-06-19
  • CO RA
    APPROVED
    Since 2019-05-20
  • VA RA
    APPROVED
    Since 2019-05-20
  • CA RA
    APPROVED
    Since 2019-05-14
  • IL RA
    APPROVED
    Since 2019-05-14
  • IA RA
    APPROVED
    Since 2019-05-14
  • LA RA
    APPROVED
    Since 2019-05-14
  • MI RA
    APPROVED
    Since 2019-05-14
  • MN RA
    APPROVED
    Since 2019-05-14
  • OH RA
    APPROVED
    Since 2019-05-14
  • TX RA
    APPROVED
    Since 2019-05-14
  • WI RA
    APPROVED
    Since 2018-09-15

Branch Locations

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Bank Milwaukee WI 08/2014 11/2016
Robert W Baird Milwaukee WI 11/2016 06/2018
Capital Investment Services Of America, Inc. Milwaukee WI 06/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-15
  • S65 Uniform Investment Adviser Law Examination
    2018-09-15
Designations

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor