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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-30 |
| FL | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-05-12 |
| WI | RA | APPROVED | 2025-05-12 |
Branch Locations
1700 Silverbrook Drive; Second Floor, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | West Bend | WI | 06/2018 | 05/2025 |
| Baird | West Bend | WI | 01/2015 | 06/2018 |
| Baird | West Bend | WI | 05/2025 | Present |
Rental Properties; 1733-35 Barton Ave, West Bend, WI 53090; Owner/Landlord; 06/06/2006; 80.00 Hour(s) Per Year - not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-16 |
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