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10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| WI | RA | APPROVED | 2026-07-15 |
Branch Locations
515 W N Shore Dr. Suite 201, Hartland, WI 53029 • United States
10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Electric | Chicago | IL | 08/2016 | 10/2019 |
| Baker Tilly Us, Llp | Chicago | IL | 10/2019 | 10/2020 |
| Exact Sciences Corporation | Madison | WI | 10/2020 | 03/2025 |
| Central Storage & Warehouse | Franksville | WI | 05/2025 | 06/2026 |
| Granite Harbor Advisors, Inc. | Hartland | WI | 07/2026 | Present |
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