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20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-06-01 |
Branch Locations
1200 North Mayfair Road, Suite 360, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Partners, Inc. | Milwaukee | WI | 05/2017 | 04/2022 |
| Hydrite Chemical Corporation | Brookfield | WI | 12/2013 | 05/2017 |
| Dana Investment Advisors, Inc. | Waukesha | WI | 05/2022 | Present |
I am a member of the Wisconsin registered company "Bridal Clamps LLC" The business is not investment related, as it produces and sells accessories for the Bridal Store industry. The business is registered and located at 2035 HAWTHORNE DR ELM GROVE , WI 53122-1019. I devote about 20 Hours a year to the business. I specifically was brought in to help start the business in 2013 which was creating a website, filing for LLC, creating an operating agreement etc. Currently I vote on certain decisions the other two partners are looking to make but am very hands off in the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-19 |
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