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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-04 |
| TX | RA | APPROVED_RES | 2019-03-04 |
| IL | RA | APPROVED | 2019-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elgin | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elgin | IL | 11/2016 | 03/2019 |
| Robert W Baird & Co, Inc | Elgin | IL | 03/2019 | Present |
JUDSON UNIVERSITY GOLF TEAM, NOT INV RELATED, ELGIN, IL. START: 8/22/16, 20 HOURS/MONTH, 0 DURING TRADING, GOLF COACH. CONIFER COVE HOA, NOT INVESTMENT RELATED, WARRENVILLE, IL., TREASURER, START: 10/1/16, 1 HOUR/MONTH, 0 DURING TRADING, FACILITATE PAYING CONDO ASSOCIATION BILLS FOR MAINTENANCE. 1 HOUR/MONTH, 0 HOURS/MONTH, Name/Address: Conifer Cove Condominium 15A101 Deer Run Lane Apple River IL 61001 Start Date: 10/1/16 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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