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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-07 |
| WA | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrise Identity | Bellevue | WA | 09/2015 | 12/2016 |
| Paladin Services | Bellevue | WA | 01/2017 | 07/2020 |
| Php Agency | Seattle | WA | 08/2020 | 11/2020 |
| New York Life Insurance Co | Bellevue | WA | 11/2020 | 03/2023 |
| Nylife Securities Llc | Bellevue | WA | 03/2021 | 03/2023 |
| Robert W Baird | Bellevue | WA | 04/2023 | Present |
[Rotary Club of Seattle; Neighbors, friends, and problem-solvers share ideas, join leaders, and take action to create lasting change in our community.; 1326 5th Ave, Suite 342 Seattle WA 98101; Start Date 10/2020; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours;joined 3 committees within the club to meet my fellow Rotarians and contribute to the Club. I have joined the Classification Committee, the University of Washington Mentor Program, and the Seattle Rotary Mariners] [We Heart Seattle; The organization organizes weekly garbage pickups for volunteers to clean homeless encampments.; 1912 3rd Ave, Seattle WA 98101; Start Date 12/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] Name/Address: North Seattle College 9600 College Way No Seattle WA 98103 Start Date: 2/1/25 Hours Spent: 6-10 hours/month Hours Spent During Trading: 6-10 hours/month Role/Responsibility: Teacher Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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