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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| WI | RA | APPROVED | 2021-07-29 |
Branch Locations
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
1900 S Webster Ave, Green Bay, WI 54301 • United States
1482 W Mason St, Green Bay, WI 54303 • United States
3321 N Ballard Rd, Appleton, WI 54911 • United States
118 S State St, Appleton, WI 54911 • United States
2610 Glendale Ave, Green Bay, WI 54313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 01/2011 | 09/2017 |
| Bank Of America, N.A. | Green Bay | WI | 06/2013 | 09/2017 |
| Jpmorgan Securities Llc | Green Bay | WI | 09/2017 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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