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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-20 |
| NC | RA | APPROVED | 2015-08-07 |
| PA | RA | APPROVED | 2015-08-07 |
| TX | RA | APPROVED | 2015-08-07 |
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 |
|---|---|---|---|---|
| Robert W. Baird & Co. | Blue Bell | PA | 08/2015 | Present |
Name: Winning at Retirement 886 Parkwood Road Blue Bell PA 19422 Type: Self- book, not investment related Role: Partner Start: 9/27/18 Hours: 2hrs/month, none during market Responsibilities: Managing website and managing Facebook ads for the book.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-22 |
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