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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-09 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 09/2022 | Present |
| Williams Sonoma | Wauwatosa | WI | 11/2019 | 09/2022 |
| Fund Development Corp. | Wauwatosa | WI | 05/2013 | 12/2019 |
| Hilton Lake Taupo | Taupo | 06/2018 | 03/2019 | |
| Cleary Gull Advisors/Johnson Financial Group | Milwaukee | WI | 10/2015 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
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