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777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-03-02 |
Branch Locations
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aberdeen Asset Management | Philadelphia | PA | 11/2007 | 12/2016 |
| Unemployed | Blue Bell | PA | 01/2017 | 05/2017 |
| National Investment Services, Inc. | Milwaukee | WI | 06/2017 | 02/2020 |
| National Investment Services Of America, Llc | Milwaukee | WI | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-13 |
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