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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-27 |
| FL | RA | APPROVED | 2018-08-17 |
| WI | RA | APPROVED | 2017-03-24 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Madison | WI | 09/2005 | 03/2017 |
| Morgan Stanley & Co., Incorporated | Madison | WI | 06/2009 | 03/2017 |
| Morgan Stanley Smith Barney | Madison | WI | 06/2009 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2017 |
| Robert W Baird | Madison | WI | 03/2017 | Present |
A Leap Above Dance 742 Market St Oregon, WI 53575 Non Investment-related dance studio structured as an S-corp which my wife owns and runs. Outside of my ownership interest as her husband it's exclusively run and operated by her. Name: St Ann's School; Not investment-related; Address: 324 N Harrison St, Stoughton, WI 53589; Nature: Educational; Role: Treasurer; Start Date: 9/5/17; Appx hrs: 1-2 hours / wk and most likely less as the role matures; Hrs during trading: 0; Duties: Most of my involvement will be collecting, depositing and reconciling fund raiser cash with various school and family sponsored activities. Acting as a liaison between various school committees and the executive committee members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-20 |
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