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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| WI | RA | APPROVED | 2024-06-06 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co., Inc. | Milwaukee | WI | 01/2017 | 06/2024 |
| University Of Wisconsin-Madison | Madison | WI | 08/2012 | 12/2016 |
| Wisconsin School Of Business-Conference Services | Madison | WI | 09/2013 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Milwaukee | WI | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
(2) Monica Minor Solutions LLC / Milwaukee, WI / Start 01-January-2022 / 0-4 hours devoted per month / 0-2 hours during trading hours / LLC Owner/Member / Non-Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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