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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-04 |
| IL | RA | APPROVED | 2019-03-01 |
| TX | RA | APPROVED | 2019-03-01 |
Branch Locations
2155 Point Blvd Suite 100, Elgin, IL 60123 • United States
St Charles, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Elgin | IL | 09/2005 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elgin | IL | 11/2016 | 03/2019 |
| Robert W. Baird & Co. | Elgin | IL | 03/2019 | Present |
Name/Address: North American Versatile Hunting Dog Association (NAVHDA), Arlington Heights, IL 60006 Start Date: Jan 01, 2026 Hours Spent: Less than 1; During Trading Hours: none Role/Responsibility: Treasurer Not Investment Related Name/Address: Jorie Healthcare Partners 1000 Jorie Blvd Suite 370 Oak Brook IL 60523 Start Date: 9/12/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-10 |
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