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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
| FL | RA | APPROVED | 2022-09-14 |
| ME | RA | APPROVED | 2020-07-29 |
| CT | RA | APPROVED | 2020-07-28 |
| TX | RA | APPROVED | 2020-07-28 |
Branch Locations
129 Middle St Ste #200, Portland Maine (Id), ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 09/2012 | 07/2020 |
| Rw Baird | Milwaukee | WI | 07/2020 | Present |
CO-ADMINISTRATOR OF AUNT'S ESTATE; INVESTMENT RELATED; CAMBRIDGE, MA; START DATE = 05/2007. CO-EXECUTOR OF AUNT'S ESTATE; INVESTMENT RELATED; LINCOLN, MA; START DATE 2/1/13; 5 HRS PER MONTH; LESS THAN 1 HR DURING TRADING. MAYFLOWER FINANCIAL ADVISORS LLC, INV RELATED, BOSTON, MA, INVESTMENT ADVISOR, START 2/7/2020, 30 HOURS PER MONTH, 1 HOUR DURING TRADING, RIA PROGRAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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