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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-23 |
Branch Locations
12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blisk Financial Group | Mclean | VA | 11/2015 | 08/2017 |
| Ef Legacy Securities, Llc | Henrico | VA | 09/2017 | 09/2020 |
| The Burney Company | Reston | VA | 10/2020 | 05/2023 |
| Rw Baird | Fairfax | VA | 05/2024 | Present |
| Cassaday And Company | Mclean | VA | 05/2023 | 05/2024 |
(2) RODAN AND FIELDS POSITION: Consultant NATURE: Skin Care INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2018 ADDRESS: 21024 Timber Ridge Ter, Unit 301, Ashburn VA 20147, United States DESCRIPTION: Sales for skin care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-01 |
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