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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
5259 South Temiami Trail, Siesta Key, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2016 | 08/2017 |
| Suntrust Advisory Services Inc. | Atlanta | GA | 01/2017 | 08/2017 |
| Regions Bank | North Port | FL | 11/2017 | 07/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2017 | 07/2021 |
| Cetera Investment Advisers Llc | North Port | FL | 11/2017 | 07/2021 |
| Robert W Baird & Co. Incorporated | Sarasota | FL | 07/2021 | Present |
Name/Address: Melaleuca 4609 W 65th South Idaho Falls 83402 Start Date: 1/25/23 Hours Spent: 0-8 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Brand representative Non Investment Related Name/Address: Survey.com, 1 Beacon St, Boston, MA 02108-310 Start Date: 5/29/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Merchandiser Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-10 |
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