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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-22 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Green Bay | WI | 10/2017 | 01/2023 |
| Capital Credit Union | Green Bay | WI | 05/2012 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 05/2023 |
| Private Client Services | Green Bay | WI | 05/2023 | Present |
| Nicolet Wealth Management | Green Bay | WI | 05/2023 | Present |
1) Notary Public. 111 N Washington St, Green Bay, WI 54301. Notary public for Wisconsin. 1 hr/month; 0 during trading hrs. 2) Nicolet. 111 N Washington St, Green Bay, WI. Registered Client Service Associate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
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