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1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-05 |
| WI | RA | APPROVED | 2025-10-05 |
| TX | RA | APPROVED | 2016-05-17 |
Branch Locations
1433 N Water Street Suite 400, Milwaukee, WI 53202 • United States
Charleston, SC • 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 |
|---|---|---|---|---|
| Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt | Mequon | WI | 08/2007 | 05/2024 |
| Rocky Mountain Chocolate Factory | Durango | CO | 05/2024 | 06/2026 |
| Global Value Investment Corporation | Milwaukee | WI | 06/2026 | Present |
Rocky Mountain Chocolate Factory Not investment related 265 Turner Drive, Durango, CO 81303 Retail Board Member 8/12/2021 Hours/Month Total - 8 Hours/Month During Trading Hours - 0 Board Member Duties Loop Industries Not Investment Related Address: 480 Rue Fernand Poitras, Terrebonne, QC J6Y 1Y4, Canada Recycling Board Member 06/22/2026 Hour/Month Total - 8 Hours/Month During Trading Hours - 4 Board Member Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-03 |
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