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1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2023-01-01 |
| WI | RA | APPROVED | 2023-01-01 |
Branch Locations
Huntington, WV • United States
1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Value Investment Corp | Milwaukee | WI | 01/2022 | Present |
| Kl Discovery, Inc. | Chicago | IL | 07/2021 | 01/2022 |
| Law Offices Of Malcolm J, Maclaren | Chicago | IL | 07/2021 | 01/2022 |
| Robbins Salomon Patt, Ltd. | Chicago | IL | 10/2020 | 07/2021 |
| The Circuit Court Of Cook County, Illinois | Chicago | IL | 11/2018 | 10/2020 |
| Apics, Inc | Chicago | IL | 03/2018 | 11/2018 |
| Kozacky Weitzel Mcgrath, P.C. | Chicago | IL | 05/2017 | 03/2018 |
| Transmarket Group | Chicago | IL | 01/2017 | 05/2017 |
| Johnson Law, Llc | Chicago | IL | 05/2016 | 09/2016 |
| Depaul University College Of Law | Chicago | IL | 08/2015 | 05/2018 |
Machair, LLC Not Investment Related 2015 Wiltshire Blvd, Huntington, WV Commercial Real Estate Co-Member 10/22/2025 2 hours/month 0 hours during trading hours Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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