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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Plainfield | IL | 07/2016 | 12/2016 |
| Heartland Bank | Plainfield | IL | 07/2016 | 12/2016 |
| Morgan Stanley | Chicago | IL | 12/2016 | 03/2020 |
| Baird | Chicago | IL | 07/2020 | 08/2020 |
| Unemployment | Chicago | IL | 03/2020 | 07/2020 |
| Unemployment | Chicago | IL | 08/2020 | 06/2021 |
| Baird | Chicago | IL | 07/2021 | 03/2024 |
| Rj Stevens | Whitefish Bay | WI | 03/2024 | Present |
| Baird | Milwaukee | WI | 07/2025 | Present |
RJ Stevens It is not investment related 4635 N. Idlewild Ave, Whitefish Bay WI 53211 RJ Stevens is a youth golf accessories company Family Wealth Consultant Founder 6/30/2024 5 0 Largely running the social media and fulfilling orders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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