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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-31 |
Branch Locations
330 East Kilbourn Avenue, Suite 1219, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ssm Health | Madison | WI | 06/2023 | 01/2025 |
| Wealthspire Advisors | Milwaukee | WI | 06/2026 | Present |
| Wealthspire Advisors | Madison | WI | 06/2025 | 08/2025 |
| University Of Wisconsin Madison | Madison | WI | 09/2022 | 05/2026 |
| Middle/High School | Fond Du Lac | WI | 06/2016 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-31 |
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