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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-16 |
| FL | RA | APPROVED | 2022-01-03 |
Branch Locations
201 North Franklin St. Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Office Of Congresswoman Kathy Castor | Washington | DC | 01/2010 | 05/2018 |
| Unemployed | Richmond | VA | 05/2018 | 09/2018 |
| Cogeo | Richmond | VA | 10/2018 | 03/2019 |
| Richmond Window Company | Richmond | VA | 05/2019 | 09/2019 |
| Northwestern Mutual | Richmond | VA | 10/2019 | 03/2021 |
| Robert W. Baird & Co. | Tampa | FL | 07/2021 | Present |
| Unemployed | Richmond | VA | 04/2021 | 07/2021 |
Name/Address: Tampa Jewish Family Services / 522 N Howard Ave, Tampa, FL 33606 Start Date: 8/1/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-4 hours/month Role/Responsibility: Investment Committee Member, VP of Philanthropy which includes development and events Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
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