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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-10 |
| TX | RA | APPROVED_RES | 2021-04-27 |
| WI | RA | APPROVED | 2021-04-23 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
De Pere, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 04/2000 | 02/2019 |
| Market America, Inc. | Greensboro | NC | 07/2006 | 10/2017 |
| Ymca | Green Bay | WI | 10/2015 | 03/2017 |
| Mary Kay Cosmetics | Addison | TX | 10/2017 | Present |
| Wells Fargo Clearing Services Llc | Green Bay | WI | 02/2019 | 04/2021 |
| Rbc Capital Markets, Llc | Depere | WI | 04/2021 | Present |
(1) NAME OF ENTITY: Mary Kay Inc. ADDRESS: 16251 Dallas Parkway Addison Texas 75001 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Aug 01, 2026 CAPACITY: Other DUTIES: Sales consultant HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: The Terrace ADDRESS: 2465 Marina Cir Ste 600 Green Bay, WI 54304 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Event Venue CAPACITY: Employee START DATE: 9/1/22 DUTIES: Serve food and beverages to patrons. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) Name of Entity: Spring Lake Church Address: 2240 Klondike Rd Green Bay Wisconsin 54311 Investment/Not Investment Related: No Business Description: Religious Institution Start Date: Oct 03, 2024 Capacity: Other Duties: Take care of children, change diapers, feed and play with children. Hours Devoted Per Month: 0 - 4 Hours Hours Devoted During Securities Hours Per Month: 0 - 4 Hours 4) NAME OF ENTITY: 1919 Kitchen & Tap ADDRESS: 1265 Lombardi Ave., Green Bay, WI 54304 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Restaurant CAPACITY: Employee START DATE: 03/16/23 DUTIES: Serve food and drinks to customers HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (5) Name of Entity: Carepool Innovation, Inc. Address: 821 E Washington Ave #2 Madison WI 53703 Investment/Not Investment Related: No Business Description: Private Company Start Date: Jul 22, 2024 Capacity: Other Duties: Drive and assist elderly and disabled individuals to and from appointments or locations. Hours Devoted Per Month: 0 - 4 Hours Hours Devoted During Securities Hours Per Month: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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