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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-25 |
Branch Locations
4215 Worth Ave Suite 200, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Columbus | OH | 06/2025 | Present |
| Corient | Columbus | OH | 06/2024 | 08/2024 |
| Summit Financial Strategies | Columbus | OH | 08/2023 | 12/2023 |
| Croghan Colonial Bank | Fremont | OH | 05/2023 | 08/2023 |
| Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| Unemployed | Clyde | OH | 08/2003 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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