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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-27 |
Branch Locations
25 Calhoun Street Suite 200, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 08/2018 | 01/2022 |
| Scfcu | Charleston | SC | 06/2015 | 01/2022 |
| Morgan Stanley | Charleston | SC | 01/2022 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 04/2023 | 07/2025 |
| Baird | Charleston | SC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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