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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-04-11 |
Branch Locations
709B Milwaukee Street Suite B, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Development Corporation For Israel | Milwaukee | WI | 03/2017 | 02/2022 |
| Robert W. Baird | Milwaukee | WI | 08/2016 | 03/2017 |
| Wealthspire Advisors | Delafield | WI | 02/2022 | Present |
Emet Holdings, LLC, Not investment related; 812 Greenwich Green Lane, Chesterfield MO 63017; Commercial real estate venture; Position and Title: Co-owner; Relationship: Investor; Start Date: January 2020; Approximately 0.5 hours per month; 0 hours during securities trading hours; Duties: Review real estate investments and assess strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
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