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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2022-09-26 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 07/2014 | 07/2019 |
| Morgan Stanley | Green Bay | WI | 08/2019 | 09/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 09/2022 |
| Nicolet Wealth Management | Green Bay | WA | 09/2022 | Present |
| Private Client Services | Green Bay | WI | 11/2022 | Present |
1) Notre Dame Academy Finance Committee. 610 Maryhill Drive, Green Bay, WI 54303. Catholic High School. Member of finance committee. 1.5 hrs/mo; 0 during trading hrs. 2) Nicolet Wealth Management. 111 N Washington St, Green Bay, WI 54301. RIA. 100 hrs/mo; 100 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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