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11090 N. Weston Drive, Mequon, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-18 |
| MI | RA | APPROVED | 2022-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Capital | Southfield | MI | 01/2014 | 12/2017 |
| Reinhart Partners, Inc | Mequon | WI | 09/2021 | Present |
| Semiinole Financial Services | Belleaire Bluffs | FL | 01/2018 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-27 |
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