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1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services | Waltham | MA | 12/1999 | Present |
| Intrinsic Investors Llc | Wauwatosa | WI | 02/2000 | Present |
1. IAR OF RIA INTRINSIC INVESTORS LLC SPENDING APPROX 100% OF TIME PROVIDING ASSET 2. MGMT/FINANCIAL PLANNING/CONSULTING SERVICES - INVESTMENT RELATED 3. INTRINSIC INVESTORS, LLC - MEMBER AND OWNER OF PRIVATE ENTITY FOR SECURITIES AND ADVISORY BUSINESS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-04-02 |
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