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525 Junction Road Suite 8900, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-04 |
Branch Locations
525 Junction Road Suite 8900, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Middleton | WI | 01/2014 | 05/2019 |
| Uw - Madison | Madison | WI | 09/2019 | 05/2023 |
| High Point Swim Club | Middleton | WI | 07/2016 | 08/2019 |
| United Parcel Service | Middleton | WI | 07/2020 | 08/2020 |
| Madison School & Community Recreation | Madison | WI | 06/2019 | 08/2022 |
| Uw-Madison Recreation & Wellbeing | Madison | WI | 12/2020 | 10/2023 |
| Poehling Capital Management, Inc | Madison | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-02 |
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