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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-14 |
Branch Locations
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2021 | 12/2021 |
| Fauxcades Inc. | Dallas | TX | 10/2016 | 01/2021 |
| Sidley Austin Llp | Dallas | TX | 06/2016 | 09/2016 |
| Robert W. Baird And Co | Fort Worth | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-17 |
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