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Green Bay, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Houston | TX | 02/2015 | 04/2018 |
| Inscription Capital, Llc | Houston | TX | 04/2018 | 06/2022 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 04/2018 | 11/2021 |
| Inscription Family Office, Llc | Houston | TX | 08/2019 | 06/2022 |
| Drake & Associates, Llc | Waukesha | WI | 06/2022 | 07/2023 |
| Revise Capital Llc | Green Bay | WI | 02/2022 | Present |
Portfolio Manager; Associated Bank; Is the business investment related: Yes; Location of the business: 200 N Adams St Green Bay Wisconsin 54301 United States; Description of the business: Bank Trust Company; Responsibilities Duties: Portfolio management and administration; Start date with business: 2025-02-24; Hours per month devoted to business during trading hours: 130; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-03 |
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