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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 02/2017 | 03/2020 |
| Unemployed | Augusta | GA | 07/2015 | 02/2017 |
| Unemployed | Frederick | MD | 04/2020 | 03/2021 |
| Baird | Mequon | WI | 03/2021 | 05/2024 |
| Osaic Wealth, Inc | Fond Du Lac | WI | 10/2024 | 03/2025 |
| Unemployed | Whitefish Bay | WI | 05/2024 | 10/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2025 | Present |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
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