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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Delafield | WI | 01/2017 | Present |
| Us Bancorp | Milwaukee | WI | 08/2014 | 12/2016 |
| Waukesha School District | Waukesha | WI | 10/2015 | Present |
Waukesha Public Schools 222 Maple Ave Waukesha, WI 53186 Non-Investment Related Position: High School Hockey Coach Start Date: 10/01/2015 Hours/Mo: 24 October-Early February Hours during security trading: 0 Duties: Running practices and coaching games for the Waukesha Wings hockey organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-20 |
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