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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-13 |
| OH | RA | APPROVED | 2021-04-20 |
Branch Locations
3439 Granite Circle Suite 300, Toledo, OH 43617 • United States
Waterville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Toledo | OH | 08/2019 | 04/2021 |
| Ohio State University Wexner Medical Center | Columbus | OH | 03/2017 | 08/2019 |
| American Red Cross-Cincinnati Chapter | Cincinnati | OH | 05/2016 | 12/2016 |
| Cincinnati Recreation Commission | Cincinnati | OH | 09/2015 | 12/2016 |
| University Of Cincinnati | Cincinnati | OH | 08/2015 | 12/2016 |
| Robert W Baird & Co Inc | Toledo | OH | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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