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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-11-10 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creighton University | Omaha | NE | 08/2014 | 05/2018 |
| Cyprium Partners | Chicago | IL | 06/2017 | 08/2017 |
| Red Cedar Capital | Omaha | NE | 09/2017 | 01/2018 |
| Cwm, Llc | Omaha | NE | 08/2018 | 03/2021 |
| Robert W. Baird & Co | Milwaukee | WI | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
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