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401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-06-10 |
| WI | RA | APPROVED | 2019-06-10 |
Branch Locations
401 Union Street 18Th Floor, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Milwaukee | WI | 04/2002 | 05/2019 |
| Russell Investments | Milwaukee | WI | 05/2019 | Present |
Name - Trevor the Tree Non-investment Related Current home address Online children's book author Author/Owner July 10 2024 Approx 16 - 20 hours per month No hours during trading hours Author/owner/operator of the online childern's website "Trevor the Tree 1. Schley & Associates 2. No 3. Dr. Amy Schley, 204 Wisconsin Ave, Waukesha, WI 53186 4. Supporting the elderly and special needs with lifeskills and coaching 5. Educator 6. working part time with Dr. Amy Schley to support underprivileged adults, as well as elderly individuals and those with special needs, in developing life skills and receiving coaching-such as job coaching, independent living skills, companionship, and budget organization-through a program called ENCE, which I will be running. 7. Start Date Apr 01 2026 8. 4-5 hours per week 9. 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-11 |
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