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111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-19 |
| IL | RA | APPROVED | 2026-01-23 |
| IA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
| WA | RA | APPROVED | 2026-01-23 |
| WI | RA | APPROVED | 2024-06-24 |
Branch Locations
111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee | WI | 05/2023 | Present |
| Iag Wealth Partners | Waukesha | WI | 08/2020 | 05/2023 |
| Express Employment Temp Agency | Platteville | WI | 05/2016 | 07/2020 |
| University Of Wisconsin-Platteville | Platteville | WI | 05/2016 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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