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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-25 |
| WA | RA | APPROVED | 2020-05-07 |
Branch Locations
3907 Castlevale Rd Suite 100, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zillah School District | Zillah | WA | 09/2016 | 06/2018 |
| Follow The Harvest Llc | Zillah | WA | 04/2010 | 06/2018 |
| Keybank | Bellevue | WA | 07/2018 | 10/2018 |
| Key Investment Services | Bellevue | WA | 07/2018 | 10/2018 |
| Key Investment Services | Yakima | WA | 10/2018 | 01/2020 |
| Robert W. Baird & Co. Incorporated | Yakima | WA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
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