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2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
201 East 5Th Street Suite 1900, Cincinnati, OH 45202 • United States
2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States
201 East Fifth St., Suite 1900, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-08 |
| OH | RA | APPROVED | 2018-03-20 |
Branch Locations
201 East Fifth St., Suite 1900, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manley Deas Kochalski Llc | Columbus | OH | 04/2007 | 10/2024 |
| Stillpoint Capital | Worthington | OH | 06/2017 | Present |
| Calculated Wealth | Madison | WI | 11/2024 | Present |
Matthew Richardson is the owner of Mandelbrot Research LLC. The firm sells investment research to advisory firm. This activity amounts to less then 5 percent of his time per month,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
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