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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-09 |
| WI | RA | APPROVED | 2018-11-14 |
Branch Locations
400 Midland Ct Ste 103, Janesville, WI 53546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wi Army National Guard | Beloit | WI | 08/2002 | Present |
| M&I Financial Advisors Inc | Beloit | WI | 06/2011 | 11/2018 |
| Bmo Harris Bank Na | Milwaukee | WI | 07/2011 | 11/2018 |
| M&I Insurance Services Inc | Milwaukee | WI | 06/2011 | 11/2018 |
| M&I Trust Company | Milwaukee | WI | 06/2011 | 11/2018 |
| Bmo Harris Financial Advisors, Inc. | Beloit | WI | 08/2012 | 11/2018 |
| Wells Fargo Clearing Services Llc | Janesville | WI | 11/2018 | Present |
MT. CALVARY LUTHERAN CHURCH, INV RELATED, JANESVILLE, WI, TREASURER, START 8/1/2019, 4 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING FINANCES, VOTING ON TOPICS TO RECOMMEND FOR APPROVAL AND VOTE BY FULL CONGREGATION. STATELINE COMMUNITY FOUNDATION ; INV RELATED;BELOIT,WI; PROVIDING GRANTS TO LOCAL NON-PROFITS; TREASURER; START DATE: 01/28/2026; 1.5 HRS PER MONTH; 1.5 HRS DURING TRADING; BELOIT HEALTH SYSTEM FOUNDATION ; NOT INV RELATED;BELOIT,WI; RAISE FUNDS TO SUPPORT LOCAL HEALTH SYSTEM; CHAIRPERSON; START DATE: 01/01/2026; 2 HRS PER MONTH; 2 HRS DURING TRADING; STATELINE COMMUNITY FOUNDATION ; INV RELATED;BELOIT,WI; PROVIDING GRANTS TO LOCAL NON-PROFITS; TREASURER; START DATE: 01/28/2026; 1.5 HRS PER MONTH; 1.5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-02 |
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