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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
| IA | RA | APPROVED | 2026-02-18 |
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Green Bay | WI | 06/2009 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Nicolet Wealth Management | Green Bay | WA | 09/2022 | Present |
| Private Client Services | Green Bay | WI | 11/2022 | Present |
1) Boys & Girls Club of Green Bay. 1451 University Ave, Green Bay, WI 54302. Support Youth in Green Bay area. Board member & finance committee member. 2 hrs/mo; 2 during trading hrs. 2) Nicolet Advisory Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 160 hrs/mo; 160 during trading hrs. 3) Green Bay Area Catholic High School Foundation LTD. 610 Maryhill Dr, Green Bay, WI 54303. Foundation grants used to support Catholic education for high school students. 1 hr/mo; 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-29 |
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