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417 Genesee Street, Delafield, WI 53018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-24 |
| WI | RA | APPROVED | 2021-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Delafield | WI | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Delafield | WI | 11/2016 | 07/2021 |
| Cushing Capital Partners | Delafield | WI | 07/2021 | Present |
1) MMO INVESTMENT PROPERTIES LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, ENTITY THAT OWNS CORPORATE OFFICE SPACE, PARTNER/OWNER, SEPTEMBER 2020, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 2) MAYER CAPITAL LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, REVENUE AND INDIVIDUAL EXPENSES FROM CUSHING CAPITAL GOES THROUGH THIS ENTITY, OWNER, JUNE 2021, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 3) VERSTAND PARTNERS LLC, INVESTMENT RELATED, 340 FAIRWAY DRIVE, BROOKFIELD, WI 53005, ENTITY THAT SEEKS TO OWN PRIVATE REAL ESTATE AND BUSINESS ASSETS, PARTNER, NOVEMBER 2022, 3 HOURS PER MONTH, 0 DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
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