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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-08 |
| TX | RA | APPROVED | 2019-07-03 |
| IA | RA | APPROVED | 2019-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Iowa | Iowa City | IA | 09/2016 | 11/2016 |
| Baird | Davenport | IA | 12/2016 | 12/2016 |
| The University Of Iowa | Iowa City | IA | 01/2017 | 05/2017 |
| Baird | Davenport | IA | 06/2017 | 08/2017 |
| The University Of Iowa | Iowa City | IA | 09/2017 | 11/2017 |
| Baird | Davenport | IA | 12/2017 | 12/2017 |
| The University Of Iowa | Iowa City | IA | 01/2018 | 05/2018 |
| Baird | Davenport | IA | 06/2018 | Present |
Name/Address: Trinity Health Foundation 2701 17th st Rock Island IL 61201 Start Date: 1/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-21 |
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