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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-24 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
2477 S. Bay Shore Dr., Sister Bay, WI 54234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Sturgeon Bay | WI | 02/2022 | 01/2024 |
| Nicolet National Bank | Sturgeon Bay | WI | 07/2015 | 01/2022 |
| City National Bank | Sturgeon Bay | WI | 07/2022 | 01/2024 |
| Private Client Services | Sister Bay | WI | 01/2024 | Present |
| Nicolet Wealth Management | Green Bay | WI | 01/2024 | Present |
1) Boys and Girls Club of the Bay & Lakes Region. 311 S Oneida St, Green Bay, WI 54303. Non Profit after school program. Board member. 5 hrs/mo; 5 during trading hrs. 2) Nicolet Advisory Services. 111 N Washington Street, Green Bay, WI 54301. RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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