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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-30 |
Branch Locations
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Fort Worth | TX | 09/2018 | Present |
| Temple Days | Fort Worth | TX | 08/2017 | 09/2018 |
| Unemployed | Fort Worth | TX | 04/2016 | 08/2017 |
Name/Address: Benbrook Elementary School PTA / 800 Mercedes St, Benbrook, TX 76126 Start Date: May 16, 2024 Hours Spent: 11-20 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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