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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-15 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 01/2014 | 06/2021 |
| Girard Securities, Inc. | Canonsburg | PA | 05/2014 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2021 | 12/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2021 | 12/2024 |
| Unemployed | Karrington | PA | 12/2024 | 11/2025 |
| Lpl Financial | Sewickley | CT | 11/2025 | 03/2026 |
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 04/2026 | Present |
1. 11/2025 - IFS Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 12/1/2025 2. 11/2025 - Notary - Notary - Not Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Gibsonia PA 15044 - OBA Start Date: 09/27/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-18 |
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