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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2025-02-07 |
| WI | RA | APPROVED | 2021-12-16 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Milwaukee | WI | 10/2021 | Present |
| Sonder Holdings Inc. | Boston | MA | 05/2019 | 07/2021 |
| Paunch Brothers Hospitality Llp Dba Coma Coma | Mumbai | 02/2016 | 02/2019 |
Name/Address: Lake Park Friends 2975 N. Lake Park Rd Milwaukee WI 53201 Start Date: Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-12 |
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