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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-26 |
| AZ | RA | APPROVED | 2019-08-22 |
| TX | RA | APPROVED_RES | 2018-10-17 |
Branch Locations
3567 E Sunrise Dr Suite 143B, Tucson, AZ 85718 • United States
Tucson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tucson | AZ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 11/2016 | 10/2018 |
| Robert W Baird & Co Inc. | Tucson | AZ | 10/2018 | Present |
OUTSOURCE MARKETING SOLUTIONS; NOT INVESTMENT RELATED; TUCSON, AZ; MARKETING COMPANY; OWNER; START DATE 10/9/09; 0 HRS MONTH; DUTIES: NONE, RUN BY SPOUSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-16 |
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