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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-17 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
895 Main St, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunlap High School | Peoria | IL | 05/2014 | 05/2018 |
| University Of Iowa | Iowa City | IA | 05/2018 | 05/2022 |
| Dunlap Community School District | Peoria | IL | 05/2015 | 08/2017 |
| University Of Iowa Hospitals And Clinics | Iowa City | IA | 01/2019 | 03/2020 |
| Iowa City Eels Swim Team | Iowa City | IA | 02/2022 | 05/2022 |
| American Realty | Dubuque | IA | 05/2022 | 12/2024 |
| Midwestone Bank | Iowa City | IA | 01/2023 | 04/2026 |
| Lpl Financial | Iowa City | IA | 01/2023 | 04/2026 |
| Private Client Services | Dubuque | IA | 04/2026 | Present |
| Nicolet Wealth Management | Dubuque | IA | 04/2026 | Present |
Nicolet Advisory Services; investment-related; 111 N Washington St., Green Bay, WI 54301; RIA; investment adviser representative; start date 04/2026; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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