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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2021-12-14 |
| TX | RA | APPROVED | 2020-09-11 |
| OH | RA | APPROVED | 2020-08-11 |
| WI | RA | APPROVED | 2020-08-11 |
Branch Locations
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Edgewood | KY | 08/2009 | 12/2016 |
| Pricewaterhousecoopers | Cincinnati | OH | 09/2017 | 09/2019 |
| Baird | Milwaukee | WI | 10/2019 | Present |
| Vonleham | Fort Wright | KY | 01/2017 | 03/2017 |
| Barleycorns | Lakeside Park | KY | 04/2017 | 09/2017 |
Rosedale Green Not investement related 4250 Glenn Ave Covington, KY 41015 Memory care, rehabilitation care, and long term care Board of Directors May of 2019 2 hours a month zero hours devoted to this during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-03 |
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