Best Investors Account Sign in
Current Employers
Capital Investment Services Of America Inc

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-04
IA RA APPROVED 2025-09-17
MI RA APPROVED 2025-09-17
NY RA APPROVED 2025-09-17
AZ RA APPROVED 2025-03-27
FL RA APPROVED 2025-03-27
TX RA APPROVED 2025-03-27
LA RA APPROVED 2025-03-21
OH RA APPROVED 2025-03-10
IL RA APPROVED 2025-01-30
WI RA APPROVED 2022-09-30
  • VA RA
    APPROVED
    Since 2026-08-04
  • IA RA
    APPROVED
    Since 2025-09-17
  • MI RA
    APPROVED
    Since 2025-09-17
  • NY RA
    APPROVED
    Since 2025-09-17
  • AZ RA
    APPROVED
    Since 2025-03-27
  • FL RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED
    Since 2025-03-27
  • LA RA
    APPROVED
    Since 2025-03-21
  • OH RA
    APPROVED
    Since 2025-03-10
  • IL RA
    APPROVED
    Since 2025-01-30
  • WI RA
    APPROVED
    Since 2022-09-30

Branch Locations

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Investment Services Of America, Inc. Milwaukee WI 05/2022 Present
University Of Wisconsin Madison WI 08/2018 05/2022
Lake Country Lutheran High School Hartland WI 08/2014 06/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-30
  • S65 Uniform Investment Adviser Law Examination
    2022-09-30
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor