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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-11-19 |
| MD | RA | APPROVED | 2021-11-09 |
Branch Locations
218 N. Washington Street Suite 37, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Towson | MD | 04/2020 | Present |
| Coconuts Beach Bar And Grille | Ocean City | MD | 06/2019 | 09/2019 |
| Kelsey's Irish Pub | Ellicot City | MD | 06/2017 | 03/2020 |
| Bb&T Insurance Services | Frederick | MD | 06/2017 | 01/2018 |
| Full-Time Education | Richmond | VA | 08/2014 | 12/2019 |
Name/Address: M&D Shore Lax / 200 Bloomfield Farm Ln, Centreville, MD 21617 Start Date: Mar 05, 2023 Hours Spent: 20-40 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Head Coach of Lacrosse Team from Spring - Fall Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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