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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-04 |
| OH | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial | Akron | OH | 04/2016 | 05/2018 |
| Jjb Hilliard Wl Lyons | Akron | OH | 05/2018 | Present |
| Robert W. Baird & Co. Incorporated | Akron | OH | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
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