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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-13 |
| MN | RA | APPROVED | 2020-10-14 |
Branch Locations
80 South 8Th Street Suite 2900, Minneapolis, MN 55402 • United States
444 Cedar St, St Paul, MN 55101-2108 • United States
681 East Lake Street Suite 354, Wayzata, MN 55391 • United States
17335 Golf Parkway Suite 525, Brookfield, WI 53045 • United States
Cedarburg, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ariel Distributors | Chicago | IL | 06/2012 | 10/2016 |
| Ariel Investments, Llc | Chicago | IL | 08/2014 | 10/2016 |
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 11/2016 | 10/2018 |
| Ubs Financial Services | Minneapolis | MN | 10/2018 | Present |
1) Modere/ 588 S 2000 W/ Springville / UT 84663 / United States/ Company/Health Care & Pharmaceuticals/ I would be a social marketer, promoting specific lifestyle and weight loss products that I am using to my social meida following./ Social Marketer/ I will post about the product on social media that I am using and offer my referral code if people want to try it./ Receive compensation?: Yes/ Start date: 7/20/2020 2) NAME OF OTHER BUSINESS: Town of Cedarburg Parks & Recreation / INVESTMENT RELATED?: N/ ADDRESS: 1293 Washington Ave, CedarburgWisconsin / NATURE OF THE BUSINESS: Coaching Park & Recreation/ POSITION: Coaching / DUTIES: Coaching / START DATE:2/21/2023 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-17 |
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