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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-10 |
Branch Locations
500 Elm Grove Road Suite 200, Elm Grove, WI 53122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 01/2025 | Present |
| The Leist Group | Elm Grove | WI | 01/2025 | Present |
| The Leist Group | Elm Grove | WI | 07/2024 | 01/2025 |
| Electro Power | Milwaukee | WI | 10/2023 | 07/2024 |
| Jaxson'S | Dania Beach | FL | 06/2023 | 09/2023 |
| Old Tom'S | Kendall | FL | 11/2022 | 06/2023 |
| Flanigan'S | Kendall | FL | 10/2022 | 11/2022 |
| Borrow A Bartender | Miami | FL | 10/2022 | 12/2022 |
| Curly'S Waterfront | Pewaukee | WI | 07/2015 | 09/2022 |
| Cue Club Of Wi | Waukesha | WI | 06/2014 | 04/2017 |
| Unemployed | Waukesha | WI | 09/2023 | 10/2023 |
| Unemployed | Waukesha | WI | 09/2022 | 10/2022 |
| Tally'S Tap | Waukesha | WI | 09/2024 | Present |
1)The Leist Group - DBA 2)Tally's Tap | S31 W24661 W Sunset Drive, Waukesha, WI 53189 | Restaurant Manager | Description: Manage staff and operations | 10/2024 | 60 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
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