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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-07 |
| OH | RA | APPROVED | 2021-01-14 |
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
200 Public Square Ste 1650, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cleveland | OH | 06/2003 | 01/2021 |
| Robert W. Baird | Cleveland | OH | 01/2021 | Present |
Magnificat High School / United States / 20770 Hilliard Bvld. Rocky River, Ohio / Educational Establishment / Education / High school education for young women / I'm on an investment sub-committee that meets quarterly the go over the outside investment mangers review and opinions / Start Date 6/3/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-02 |
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