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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-18 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
109 South St, Waunakee, WI 53597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Partners | Waunakee | WI | 05/2024 | Present |
| Wea Member Benefits | Madison | WI | 05/2023 | 04/2024 |
| Apex Property Management | Madison | WI | 05/2022 | 05/2023 |
| Freshfin Poke | Glendale | WI | 01/2022 | 05/2022 |
| The North Face | Brookfield | WI | 08/2021 | 01/2022 |
| Landsend | Madison | WI | 01/2019 | 01/2020 |
| Panera Bread | Madison | WI | 11/2018 | 03/2019 |
| Madison Memorial Youth Basketball | Madison | WI | 10/2016 | 01/2020 |
| Student | Madison | WI | 06/2014 | 08/2020 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 08/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
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