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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| WI | RA | APPROVED | 2025-01-13 |
Branch Locations
Newport Square Building 10528 N. Port Washington Road, Mequon, WI 53092 • United States
West Allis, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Milwuakee | WI | 04/2014 | 11/2016 |
| Zaffiros | Mequon | WI | 11/2016 | 11/2018 |
| Benedictine - Student | Lisle | WI | 08/2017 | 05/2021 |
| Baird | Milwaukee | WI | 05/2019 | 08/2019 |
| Baird | Milwaukee | WI | 06/2020 | 05/2021 |
| Baird | Milwuakee/Denver | CO | 05/2021 | 09/2024 |
| Rbc Capital Markets, Llc | Mequon | WI | 09/2024 | Present |
1) NAME OF ENTITY: Safe And Sound ADDRESS: 4795 Mercantile Ave, Naples FL 34104 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 11.18.24 CAPACITY: Board of Directors DUTIES: Being on the BOD entails us making Milwaukee a safer place and making the right decisions, aiding the executive director with events and bringing attention to the public. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: The University School Of Milwaukee Corporation ADDRESS: 2100 W Fairy Chasm, River Hills, wisconsin, 53217 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: 14/03/2025 CAPACITY: Coach DUTIES: I'll be focusing on the high jumpers of the track team and may be some of the sprinters. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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