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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-07-14 |
| OH | RA | APPROVED | 2020-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Akron | OH | 10/2018 | Present |
| Hancock Mortgage Partners | Stow | OH | 11/2016 | 10/2018 |
| Lifecenter Plus | Hudson | OH | 08/2014 | 10/2018 |
Independent sales consultant with Tastefully Simple. A direct sales company that provides easy to prepare food products. NOT investment related. Headquartered at Alexandria Minnesota. Started in March of 2013. Between 2-10 hours a week spent with clients, discussing products or promotions, or delivering orders. None of this business is done during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-29 |
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