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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-24 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sendiks | Germantown | WI | 06/2016 | 06/2020 |
| Kowal Investment Group | Waukesha | WI | 01/2021 | 06/2021 |
| Wisconsin Foundation And Alumni Association | Madison | WI | 07/2021 | 05/2022 |
| Johnson Wealth Inc | Milwaukee | WI | 06/2022 | 05/2023 |
| Johnson Wealth Inc | Milwaukee | WI | 06/2023 | 02/2025 |
| Education | Milwaukee | WI | 08/2015 | 05/2019 |
| Education | Madison | WI | 09/2019 | 05/2023 |
| Baird | Milwaukee | WI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
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