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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| WI | RA | APPROVED | 2025-12-01 |
Branch Locations
One Corporate Drive Suite 602, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Milwaukee | WI | 10/2009 | 05/2023 |
| J.P. Morgan Securities Llc | Fairfield | NJ | 05/2023 | 12/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waukesha | WI | 05/2023 | 05/2023 |
| Stifel | Waukesha | WI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-18 |
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