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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-07 |
| WI | RA | APPROVED | 2024-12-03 |
Branch Locations
1301 Canyon Blvd Suite 220, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri City National Bank | Oak Creek | WI | 09/2017 | 08/2018 |
| Milwaukee County Parks | South Milwaukee | WI | 06/2019 | 09/2019 |
| Amazon | Kenosha | WI | 07/2020 | 08/2020 |
| Robert W. Baird | Milwaukee | WI | 06/2021 | 08/2021 |
| Doubletree By Hilton | Madison | WI | 01/2022 | 05/2022 |
| Robert W. Baird | Milwaukee | WI | 06/2022 | Present |
| University Of Madison - Wisconsin | Madison | WI | 08/2018 | 06/2019 |
| University Of Madison - Wisconsin | Madison | WI | 09/2019 | 07/2020 |
| University Of Madison - Wisconsin | Madison | WI | 08/2020 | 06/2021 |
| University Of Madison - Wisconsin | Madison | WI | 08/2021 | 01/2022 |
| Unemployed | Franklin | WI | 09/2012 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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