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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-27 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ypm Interests, Llc | Sugar Land | TX | 03/2011 | 05/2023 |
| Verta Consulting, Llc | Sanford | MI | 09/2025 | 01/2026 |
| Madison Partners | Gladwin | MI | 02/2026 | Present |
| Limitless Global | Gilbert | AZ | 05/2023 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-25 |
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