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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Reno | NV | 01/2014 | 10/2016 |
| Mt Rose Ski Tahoe | Reno | NV | 11/2016 | 01/2020 |
| Rx3 Communications | Reno | NV | 02/2020 | 04/2023 |
| Northern Iilinois University | Dekalb | IL | 08/2022 | 05/2024 |
| Kishwaukee Cc | Dekalb | NV | 05/2023 | 09/2023 |
| Rich Harvest Farms | Sugar Grove | IL | 05/2023 | 08/2024 |
| New York Life Insurance Company | Milwaukee | WI | 07/2024 | 04/2025 |
| Nylife Securities Llc | Milwaukee | WI | 01/2025 | 04/2025 |
| Johnson Wealth Inc | Racine | WI | 05/2025 | Present |
| Johnson Bank | Racine | WI | 05/2025 | Present |
Johnson Bank; investment related affiliate; 555 Main Street, Racine WI; wealth management, trust services, banking, loans; Officer Wealth Advisor; May 2025; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
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