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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-11 |
Branch Locations
15700 W. Bluemound Road, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Milwaukee | WI | 01/2013 | 01/2018 |
| Bmo Harris Financial Advisors | Milwaukee | WI | 07/2013 | 01/2018 |
| Us Bank | Milwaukee | WI | 01/2018 | 11/2021 |
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 02/2018 | 11/2021 |
| Wintrust Private Client | Milwaukee | WI | 11/2021 | 02/2025 |
| Unemployed | Racine | WI | 02/2025 | 06/2025 |
| North Shore Bank | Brookfiled | WI | 06/2025 | Present |
| Cetera Investment Advisers Llc | Brookfield | WI | 06/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2025 | Present |
BOARD OF DIRECTORS FOR CATHOLIC COMMUNITY FOUNDATION OF THE ARCHDIOCESE OF MILWAUKEE, 0.5/HRS/WK; TRUSTEE FOR ST JOSEPH PARISH, ASSIST PASTOR MAKING DECISIONS REGARDING THE BUSINESS SIDE OF THE PARISH, CHECK WRITING IN DUAL CAPACITY, 0.5/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
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