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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| WI | RA | APPROVED | 2025-12-15 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 06/2021 | 11/2025 |
| University Of Wisconsin Milwaukee | Milwaukee | WI | 05/2018 | 05/2020 |
| Humach | Milwaukee | WI | 10/2020 | 01/2021 |
| Principal Financial Group | Milwaukee | WI | 05/2019 | 08/2019 |
| Metro Market | Milwaukee | WI | 07/2020 | 10/2020 |
| Unemployed - Student | Minneapolis | MN | 12/2011 | 05/2018 |
| Unemployed | Milwaukee | WI | 01/2021 | 06/2021 |
| Morgan Stanley | Milwaukee | WI | 12/2025 | Present |
*671414 - Golden Root Colective; Investment related: No; Milwaukee, Wisconsin; Recreation; Limited Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Attending events on occasion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-06 |
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