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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-18 |
| PA | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2020 | 05/2024 |
| West Chester Area School District | Exton | PA | 08/2016 | 06/2017 |
| Sunny Hill Products | West Chester | PA | 06/2017 | 08/2017 |
| Coatesville Area School District | Thorndale | PA | 08/2017 | 09/2017 |
| Ccres | Downingtown | PA | 10/2017 | 01/2018 |
| Rose Tree Media School District | Media | PA | 01/2018 | 06/2018 |
| Tredyffrin-Easttown School District | Wayne | PA | 08/2018 | 08/2020 |
| Abogados Law Firm | West Chester | PA | 10/2018 | 12/2018 |
| Unionville-Chaddsford School District | Kennett Square | PA | 09/2020 | 08/2021 |
| Unemployed | West Chester | PA | 07/2018 | 07/2018 |
| Baird | Davenport | IA | 08/2025 | Present |
| Midwest Climate Solutions | Clinton | IA | 06/2024 | 11/2024 |
| Unemployed | Davenport | IA | 12/2024 | 05/2025 |
| Lincoln Investment | Fort Washington | PA | 06/2025 | 07/2025 |
Small Steps Big Wins Podcast POSITION: Owner/Creator NATURE: Podcast-Self Improvement INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE:1/21/2023 ADDRESS: 2523 Bell Ave Davenport, IA 52803 DESCRIPTION: Interviewing people and post production.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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