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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-30 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
7630 W Good Hope Rd , Milwaukee, WI 53223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 04/2026 | Present |
| Milwaukee Public Schools- Temporary Coach | Milwaukee | WI | 06/2017 | 08/2018 |
| Professional Placement Services Llc | Milwaukee | WI | 04/2017 | 06/2017 |
| Rent-A-Center, Inc | Milwaukee | WI | 09/2018 | 09/2018 |
| Crowne Plaza Hotel | Milwaukee | WI | 11/2018 | 12/2018 |
| Milwaukee County Fleet Management | Milwaukee | WI | 06/2018 | 08/2018 |
| Hilton Milwaukee City Center | Milwaukee | WI | 11/2017 | 02/2018 |
| Bradely Tech High School | Milwaukee | WI | 07/2017 | 05/2018 |
| Milwaukee Area Technical College | Milwaukee | WI | 10/2015 | 05/2018 |
| Gwfs Equities | Milwaukee | WI | 01/2019 | 06/2019 |
| Umb Fund Services, Inc. | Milwaukee | WI | 10/2019 | 01/2022 |
| Umb Distribution Services, Llc | Milwaukee | WI | 10/2019 | 01/2022 |
| Unemployed | Milwaukee | WI | 06/2019 | 10/2019 |
| Landaas & Company | Milwaukee | WI | 02/2024 | 03/2024 |
| Us Bank | Milwaukee | WI | 01/2022 | 06/2022 |
| Fis | Milwaukee | WI | 06/2022 | 07/2023 |
| Northwestern Mutual | Milwaukee | WI | 07/2023 | 11/2023 |
| Unemployed | Milwaukee | WI | 04/2024 | 07/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2025 | 04/2026 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 07/2025 | 04/2026 |
| Bank Of America, N.A. | Milwaukee | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
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