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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-05 |
Branch Locations
500 West Jefferson St., Louisville, KY 40202 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Louisville | KY | 10/2010 | 10/2017 |
| Argi Investment Services | Louisville | KY | 11/2017 | 02/2020 |
| Pnc Wealth Management | Louisville | KY | 02/2020 | 04/2022 |
| Baird Trust Company | Louisville | KY | 04/2022 | Present |
Name/Address: Indiana University Southeast / 4201 Grant Line Rd., New Albany, IN 47150 Start Date: 8/27/2018 Hours Spent: 6-10 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Adjunct Professor Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-07 |
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