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411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202-4461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
Branch Locations
411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202-4461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henderson (Geneva) Global Investors | Chicago | IL | 08/2007 | 05/2017 |
| Foreside Fund Services, Llc | Chicago | IL | 10/2007 | 05/2017 |
| Janus Distributors Llc | Denver | CO | 05/2017 | 03/2020 |
| Geneva Capital Management Llc | Milwaukee | WI | 09/2014 | Present |
| Quasar Distributors, Llc | Milwaukee | WI | 08/2021 | Present |
1) Geneva Capital Management LLC; Investment Related; Asset Management; Milwaukee, WI; 10/2014; Principal, Client Portfolio Manager; meet with existing clients and prospective clients, serve on investment team and provide research functions; 200 Hrs./Mo. In addition to being an Investment Advisor Representative of Geneva Capital Management LLC, this associate is a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Quasar Distributors, LLC. 2) St Patrick Church of Lake Forest; Not Investment Related; Religious organization; Lake Forest, IL; 09/2026; Member; serving on the finance committee; 2 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
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