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1700 Woodlands Dr. Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| WI | RA | APPROVED | 2018-12-18 |
Branch Locations
4321 W. College Avenue Suite 200, Appleton, WI 54914 • United States
1700 Woodlands Dr. Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestura, Llc | Green Bay | WI | 03/2014 | 04/2018 |
| Compass (Finances God'S Way) | Greenbay | WI | 10/2013 | 11/2018 |
| Camelot Advisors Llc | Maumee | OH | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-28 |
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