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1601 Greenway Cross Suite 201, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-09-07 |
Branch Locations
1601 Greenway Cross Suite 201, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Capital Management, Llc | Madison | WI | 10/2017 | Present |
| Hausmann-Johnson Insurance | Madison | WI | 01/2015 | 10/2017 |
Notary Services Providing Notary services to clients of the firm since 07/2022 Licensed Insurance Agent; Investment Related: Yes; 1601 Greenway Cross Suite 201 Madison WI 53713 USA; Description of the business: Ms. Thompson is a licensed insurance agent and may recommend insurance products offered by various insurance carriers. Please be advised that there is a potential conflict of interest in that there is an economic incentive to recommend insurance carriers and other investment products offered through such insurance carriers. Please also be advised that Ms. Thompson strives to put her clients' interests first and foremost, and clients are not obligated to purchase insurance products through Park Capital Management.; Start date with business: 2017-11-15; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Alyssa Thompson is a Treasurer at American Association of University Women; Investment related: No; Start date: 2024-05-07; Location: 209 Merchants Ave. Fort Atkinson WI 53538; Description: The American Association of University Women is a 501(c)(3) Non-Profit Organization which advocates and supports the equality of women's rights and strives to make the world a more equitable place for future generations; Responsibilities: As the Treasurer of the Fort Atkinson AAUW branch, I will be overseeing the financial health of the organization. I will be working closely with the Board to create and track the annual budget, review fund requests, oversee the scholarship funds, and coordinate the committee funding; 0 Hours per month during trading hours; 3 Hours per month outside trading hours; 0% of total yearly compensation from the business; Website address for the organization: https://www.aauw.org.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-07 |
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