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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
Branch Locations
1400 Rocky Ridge Drive Suite 250, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Roseville | CA | 01/2019 | Present |
| Owen Dunn Insurance Company | Sacramento | CA | 03/2018 | 10/2018 |
| Diagnostic Pathology Medical Group | Sacramento | CA | 08/2017 | 02/2018 |
| Student | Granite Bay | CA | 01/2010 | 05/2017 |
| Nanny | Lincoln | CA | 10/2018 | 12/2018 |
Name/Address: Kaleigh Savage 5008 El Don Drive, Rocklin, CA 95677 Start Date: 11/22/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Baker Name/Address: Kaleigh Savage 5008 El Don Drive, Rocklin, CA 95677 Start Date: 11/22/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Personal Consultant Non Investment Related Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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