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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-10 |
| WI | RA | APPROVED | 2025-10-09 |
Branch Locations
411 East Wisconsin Avenue Suite 1850, Milwaukee, WI 53202 • United States
743 North Water Street, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.C. Ziegler And Company | Chicago | IL | 03/2013 | 10/2017 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 01/2018 | 03/2023 |
| Charles Schwab Bank | Brookfield | WI | 01/2018 | 03/2023 |
| Annex Wealth Management, Llc. | Elm Grove | WI | 06/2023 | 02/2025 |
| Cibc Private Wealth Advisors | Milwaukee | IL | 09/2025 | Present |
| Unemployed | Elmgrove | WI | 03/2025 | 08/2025 |
(1) Start Date = 08-28-19| Catholic Memorial High School| Committee Member| Waukesha, WI| Hours/Month = Less than 20| Sit on an advisory board for school development. Provide Feedback and make suggestions on how to improve enrollment and school facilities (2) Start Date: 10/01/2022; Arrowhead Youth Hockey Association; Head Coach for Pee Wee A team; Hartland, WI; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-26 |
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