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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Plano | TX | 09/2018 | 08/2019 |
| University Of Texas At Arlington | Arlington | TX | 01/2016 | 09/2018 |
| Wells Fargo Clearing Services Llc | Arlington | TX | 08/2019 | 05/2024 |
| Baird | Fort Worth | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
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