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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-14 |
| PA | RA | APPROVED | 2024-05-13 |
Branch Locations
200 Stanton Blvd Suite 40, Steubenville, OH 43952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brentwood Bank | Bridgeville | PA | 07/2015 | 11/2019 |
| Station Capital | Washington | PA | 11/2019 | 01/2020 |
| Cetera Advisor Networks | El Segundo | CA | 11/2019 | 01/2020 |
| Cetera Advisor Networks | El Segundo | CA | 01/2020 | 03/2022 |
| Grove Point Investments Llc | Rockville | MD | 02/2022 | 02/2024 |
| Grove Point Advisors Llc | Rockville | MD | 03/2022 | 02/2024 |
| Lpl Financial | Canonsburg | PA | 02/2024 | 03/2024 |
| Robert W. Baird & Company Incorporated | Steubenville | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-21 |
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