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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-19 |
| TX | RA | APPROVED_RES | 2016-09-02 |
| WI | RA | APPROVED | 2008-08-25 |
Branch Locations
3913 W Prospect Ave Suite 301, Fox Valley, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Appleton | WI | 06/2008 | Present |
Name/Address: PEO International. 44 Diane Lane, Appleton WI 54911 Non Investment related. Start date: 4/1/19 Role/Responsibility: Treasurer, Collect Dues from members; Help develop the budget. Hours spent: 1 hour/month. Zero hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
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