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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| WI | RA | APPROVED | 2025-05-20 |
Branch Locations
8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Middleton | WI | 09/2024 | Present |
| Actuate Improvement | Middleton | WI | 02/2024 | 09/2024 |
| Kwik Trip | Fitchburg | WI | 05/2023 | 02/2024 |
| Madtown Fitness | Madison | WI | 05/2021 | 05/2023 |
| Tribe 9 Foods | Madison | WI | 02/2020 | 09/2022 |
| Uw Madison Graduate School | Madison | WI | 09/2019 | 12/2022 |
| Kids Club - Chisago Lakes School District | Chisago City | MN | 06/2019 | 08/2019 |
| Parmly | Chisago City | MN | 03/2018 | 08/2018 |
| Phil's Grill | Center City | MN | 06/2017 | 08/2018 |
| Uw Madison | Madison | WI | 08/2018 | 12/2022 |
| Chisago Lakes High School | Lindstrom | MN | 03/2015 | 06/2018 |
| Uw Madison | Madison | WI | 01/2023 | 12/2023 |
*614835 - Self Published Author; Investment related: No; Fitchburg, Wisconsin; Other; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 5; Writer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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