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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED_RES | 2024-06-27 |
| WI | RA | APPROVED | 2023-09-01 |
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 |
|---|---|---|---|---|
| University Of Nevada, Las Vegas | Las Vegas | NV | 08/2019 | Present |
| Barbri | Dallas | TX | 09/2014 | 08/2017 |
| San Diego Public Defender | San Diego | CA | 05/2016 | 04/2017 |
| Law Office Of Peter Blair | San Diego | CA | 08/2017 | 10/2018 |
| Liberty Mutual Insurance | San Diego | CA | 11/2018 | 07/2019 |
| Morgan Stanley Smith Barney Llc | Milwaukee | WI | 11/2019 | 03/2020 |
| California Western School Of Law | San Diego | CA | 08/2014 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Milwaukee | WI | 03/2020 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | 09/2023 |
| Robert W. Baird | Milwaukee | WI | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | Present |
University of Nevada, Las Vegas; Not investment-related; 4505 S. Maryland Pkwy, Las Vegas, NV, 89154; Education - facilitating two online statistics classes; Title: Part-time instructor; Start date: 8/26/19; I spend approximately 4 hrs/month on the classes, all of which are weekend hours; My duties include facilitating the classes such that the teaching objectives are met and answer students' questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
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