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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-07-15 |
| AK | RA | APPROVED | 2022-12-19 |
| FL | RA | APPROVED | 2019-01-08 |
| TX | RA | APPROVED | 2018-10-26 |
Branch Locations
8333 Douglas Ave Ste 1000, Dallas, TX 75225 • United States
Rogers, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Christian Academy | Watauga | TX | 08/2013 | 06/2018 |
| Rw Baird | Fort Worth | TX | 06/2018 | Present |
Name: National Multiple Sclerosis Society P.O. Box 4527 New York NY 10163 Type: Charitable Not investment related Role: Director Start: 9/2014 Hours: 3 trips/year, 1hr/month 1 hour/month during market hours Responsibilities: I serve as an advocate for people living with MS to be able to access quality and affordable health care
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
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