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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED_RES | 2022-08-11 |
| MI | RA | APPROVED | 2019-10-18 |
Branch Locations
2900 South State Street St., St. Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors Llc | Kentwood | MI | 05/2012 | 01/2017 |
| Jjb Hilliard Wl Lyons Llc | St Joseph | MI | 01/2017 | Present |
| Robert W. Baird & Co. Incorporated | St. Joseph | MI | 10/2019 | Present |
1) Business Networking International,Vice President, In charge of New Membership Enrolling/On-boarding,keep track of attendance, referrals given, and total business given,in charge of Membership committee, 7600 31 Mile Road, Washington, MI 48095 start date 04/06/2017, 3 hrs/mo, 6 hrs/mo trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-18 |
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