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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-19 |
Branch Locations
10 East Doty Street, Suite 320, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Madison | WI | 02/2014 | 04/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 04/2020 | 03/2024 |
| Bank Of America, N.A. | Madison | WI | 05/2020 | 03/2024 |
| Johnson Bank | Madison | WI | 03/2024 | Present |
| Johnson Wealth Inc | Madison | WI | 03/2024 | Present |
1) Johnson Bank; investment related affiliate; 10 E Doty Street, Madison WI; wealth management, trust services, banking, loans; SVP Wealth Regional Sales Manager; March 2024; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth 2) West Madison Polar Cap Youth Hockey: Board Member: 04/2019: During Business Hours: 0, After Business Hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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