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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 05/2004 | 12/2017 |
| Private Client Services | Louisville | KY | 01/2018 | 08/2023 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 08/2016 | 08/2023 |
| R.W. Baird | Green Bay | WI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-23 |
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