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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-12 |
| MI | RA | APPROVED | 2020-02-19 |
Branch Locations
300 Park St Ste 240, Birmingham, MI 48009 • United States
Troy, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Troy | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 11/2016 | 02/2020 |
| Rw Baird | Birmingham | MI | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-28 |
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