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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2025-02-26 |
| WI | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Green Bay | WI | 06/2016 | 12/2017 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 05/2016 | 02/2025 |
| Private Client Services | Louisville | KY | 01/2018 | 02/2025 |
| Baird | Green Bay | WI | 02/2025 | Present |
1) Zenith Marketing Corporation - investment related insurance sales through various carriers. 2) Nicolet Advisory Services, LLC, 111 N Washington Street, Green Bay, WI 54301. Investment advisor rep, 160 hrs/month, 100 during trading hrs. 3) Fixed Insurance. Insurance Agent. 1 hr/mo; 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-29 |
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