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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-01 |
| AK | RA | APPROVED | 2017-11-30 |
| CO | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
3800 Centerpoint Drive #1120, Anchorage, AK 99503 • United States
Ft Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Anchorage | AK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Anchorage | AK | 11/2016 | 11/2017 |
| Rw Baird | Anchorage | AK | 11/2017 | Present |
Name: Synchronicity Investments; Not investment-related; Address: 9900 Spring Hill Drive, Anchorage, AK 99516; Nature: LLC, Role: Partner; Start Date: 2017; Appx hrs: 10 minutes a month; Hrs during trading: None; Duties: Active Partner in the LLC, this is an entity that allows us to invest in projects in Alaska. Name/Address: Ohana Rental Property 69-200 Pohakulana Pl Apt L31 Waikola HI 96738 Start Date: 5/13/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: McKinley Management, LLC / 3800 Centerpoint Drive Suite 1100, Anchorage, AK 99503 Start Date: 12/13/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-20 |
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