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1091 Shieling Ln Suite 140, Port Washington, WI 53074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-03 |
Branch Locations
1091 Shieling Ln Suite 140, Port Washington, WI 53074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Funds Distributors, Inc | Chicago | IL | 02/2000 | 05/2017 |
| Riversource Fund Distributors, Inc. | Chicago | IL | 02/2000 | 05/2017 |
| Edward Jones | St Louis | MO | 09/2017 | 11/2017 |
| Unemployed | Cedarburg | WI | 05/2017 | 09/2017 |
| Portside Investment Advisors Llc | Port Washington | WI | 01/2019 | Present |
| Unemployed | Cedarburg | WI | 11/2017 | 01/2019 |
"BLACK THUNDER LLC Type of business: PRIVATE LIMOUSINE CEDARBURG, WI Start date: 10/1/2015 PART OWNER Hours per week: 1 Hours during trading: 0 NOT FOR PROFIT LIMOUSINE SHARED BY A GROUP OF INVESTORS. PRIVATE USE ONLY." "CEDAR CLUB INVESTMENTS I & II, LLC Type of business: INVEST IN REAL ESTATE BOZEMAN, MT Start date: 10/1/2015 PARTNER Hours per week: 1 Hours during trading: 0 INVEST IN INCOME PRODUCING PROPERTIES." "CONDOMINIUM RENTAL PROPERTY Type of business: RENTAL PROPERTY CEDARBURG, WI Start date: 6/1/2006 OWNER Hours per week: 1 Hours during trading: 0 Maintain Property." "TCC PLATFORM TENNIS CLUB Type of business: PLATFORM TENNIS CLUB CEDARBURG, WI Start date: 1/2/2002 PARTNER Hours per week: 1 Hours during trading: 0 MANAGED BY MEMBERS AND VOLUNTEERS"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-23 |
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