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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-25 |
Branch Locations
4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Eau Claire | WI | 09/2024 | Present |
| Wolf Tree Wealth Management | Chippewa Falls | WI | 10/2023 | 07/2024 |
| Edward Jones | Chippewa Falls | WI | 04/2011 | 10/2023 |
Mary Kay, consultant - not investment-related Address: 4194 144th St., Chippewa Falls, WI 54729 (home) Nature of Business: skincare and makeup Start date: 05/2008 Hours per month: less than one hour Hours devoted: zero hours during securities trading hours Duties: place orders for family and friends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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