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466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-29 |
| ND | RA | APPROVED | 2020-03-03 |
| FL | RA | APPROVED | 2015-10-02 |
| WI | RA | APPROVED | 2006-10-11 |
Branch Locations
Bellingham, WA • United States
466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Investment Advisors Llc | Greenfield | WI | 08/2006 | 12/2022 |
| Fund Management Corp | Mequon | WI | 11/2014 | Present |
| Playroom Properties Llc | Milwaukee | WI | 02/2024 | Present |
| Highland Investment Advisors Llc Dba Fund Management Corp | Delafield | WI | 08/2006 | Present |
Playroom Properties LLC; Yes; Milwaukee, WI; Short term property rentals; Co-Owner; 02/2024; 10/MO; 10/MO; Design, Marketing, development, management of short term rental portfolio.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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