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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Green Bay | WI | 01/2015 | 06/2018 |
| Ridgeview Liquor | Green Bay | WI | 08/2017 | 08/2018 |
| Uw-Whitewater | Whitewater | WI | 09/2018 | 12/2022 |
| Cld | Whitewater | WI | 01/2020 | 05/2021 |
| Jimmy Johns | Whitewater | WI | 01/2021 | 05/2022 |
| Crafted Italia | Lake Geneva | WI | 01/2023 | 05/2023 |
| Green Bay Country Club | Green Bay | WI | 06/2023 | 09/2023 |
| Kpmg | Milwaukee | WI | 10/2023 | 07/2025 |
| Baird | Green Bay | WI | 07/2025 | Present |
Name/Address: Total Fitness 116 N Main Street, Shawano, WI 54166 Start date: Nov 18, 2025 Hours spent: 1-5 Hours spent during trading Hours: 0 Role/Responsibility: Teach fitness classes Not Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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