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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-16 |
| FL | RA | APPROVED | 2018-08-15 |
| WA | RA | APPROVED | 2017-01-13 |
Branch Locations
601 West Riverside Suite 1710, Spokane, WA 99201 • United States
Spokane, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Spokane | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spokane | WA | 11/2016 | 01/2017 |
| Robert W. Baird, Inc. | Spokane | WA | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-19 |
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