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551 W Main Street Suite 200, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-17 |
Branch Locations
551 W Main Street Suite 200, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 05/2017 | 09/2017 |
| University School Of Milwaukee | River Hills | WI | 09/2017 | Present |
| Mcn Sports Advising | Milwaukee | WI | 09/2017 | 05/2019 |
| University Of Wisconsin-Madison | Madison | WI | 05/2013 | 05/2017 |
| Artisan Partners Distributors Llc | Milwaukee | WI | 05/2019 | 02/2024 |
| Artisan Partners Limited Partnership | Milwaukee | WI | 05/2019 | 02/2024 |
| Alps Distributors, Inc. | Denver | CO | 02/2024 | 09/2025 |
| Heartland Advisors, Inc. | Milwaukee | WI | 02/2024 | 09/2025 |
| Walleye Partners Llc | Madison | WI | 09/2025 | Present |
University School of Milwaukee; Not Investment-Related; 2100 W Fairy Chasm Rd, Milwaukee, WI 53217; Head Coach; 05/01/2019; 4- HRS/MON; None During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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