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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-13 |
Branch Locations
15545 West National Avenue, New Berlin, WI 53151 • United States
11135 W Burleigh St, Milwaukee, WI 53222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercedes Benz United States International | Vance | AL | 05/2017 | 08/2017 |
| Regal Financial Group | Kentwood | MI | 07/2019 | 06/2020 |
| Prudential Financial | Brookfield | WI | 12/2020 | 10/2022 |
| Unemployed | Milwaukee | WI | 07/2020 | 11/2020 |
| Bank Of America/Merrill Lynch | Milwaukee | WI | 10/2022 | 11/2024 |
| J.P. Morgan Securities Llc | Brookfield | WI | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Brookfield | WI | 11/2024 | Present |
| Unemployed | Tuscaloosa | AL | 09/2016 | 04/2017 |
| Unemployed | Grand Rapids | MI | 09/2017 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
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