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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Shorewood | WI | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Shorewood | WI | 07/2026 | Present |
| Wells Fargo Bank, N.A. | Milwaukee | WI | 08/2024 | 07/2026 |
| Deere And Company/John Deere | Milwaukee | WI | 06/2024 | 05/2025 |
| Unemployed | Milwaukee | WI | 09/2023 | 05/2024 |
| U.S. Bank | Milwaukee | WI | 05/2023 | 08/2023 |
| Unemployed | Madison | WI | 02/2023 | 04/2023 |
| Bmo Bank N.A. | Milwaukee | WI | 09/2022 | 02/2023 |
| Unemployed | Milwaukee | WI | 08/2022 | 08/2022 |
| Salem Group, The | Madison | WI | 07/2022 | 07/2022 |
| Unemployed | Milwaukee | WI | 05/2022 | 06/2022 |
| Dick's Sporting Goods, Inc. | Brookfield | WI | 11/2021 | 05/2022 |
| Compass Group Usa | Madison | WI | 10/2020 | 12/2021 |
| Home Depot Inc. | Milwaukee | WI | 10/2021 | 10/2021 |
| Boys And Girls Club Dane Cty | Madison | WI | 05/2021 | 08/2021 |
| Fedex Ground | Madison | WI | 10/2020 | 12/2020 |
| Unemployed | Madison | WI | 09/2020 | 09/2020 |
| Wal-Mart | Madison | WI | 07/2020 | 08/2020 |
| Unemployed | Madison | WI | 07/2019 | 06/2020 |
| Madison Metropolitan School District | Madison | WI | 06/2019 | 07/2019 |
| Irwin A And Robert D Goodman Community Center | Madison | WI | 07/2017 | 07/2019 |
| Target Corporation | Madison | WI | 10/2018 | 11/2018 |
| Unemployed | Madison | WI | 07/2016 | 06/2017 |
| Associated Bank | Green Bay | WI | 08/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
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