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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2026-04-30 |
| WI | RA | APPROVED | 2025-12-16 |
Branch Locations
4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.W. Baird | Milwaukee | WI | 10/2025 | Present |
| Uncle Bill's Pancake House | Avalon | NJ | 06/2025 | 09/2025 |
| Osteria Mozza | Washington | DC | 11/2024 | 12/2024 |
| Chilton Trust Company N.A. | New York City | NY | 06/2024 | 08/2024 |
| Wexford Leas Swim Club | Cherry Hill | NJ | 06/2018 | 08/2022 |
| Summer Salt | Avalon | NJ | 06/2021 | 06/2022 |
| Georgetown University | Washington | DC | 08/2021 | 05/2025 |
| Camden Catholic High School | Cherry Hill | NJ | 09/2017 | 06/2021 |
| Wexford Leas Swim Club | Cherry Hill | NJ | 06/2017 | 08/2017 |
| Christ The King Regional School | Haddonfield | NJ | 09/2014 | 06/2017 |
Name/Address: Field Hockey Lessons, Cherry Hill, NJ Start Date: 7/20/2026 Hours Spent: 10-15 per month; During Trading Hours: 0-3 Role/Responsibility: Coach Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
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