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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-14 |
| FL | RA | APPROVED | 2018-04-30 |
| OH | RA | APPROVED | 2018-04-27 |
| TX | RA | APPROVED | 2018-04-27 |
Branch Locations
200 Public Square Ste 1650, Cleveland, OH 44114 • United States
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Findlay, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Findlay | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Findlay | OH | 11/2016 | 04/2018 |
| Robert W Baird & Co., Incorporated | Maumee | OH | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-05 |
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