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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-04-29 |
| IN | RA | APPROVED | 2021-01-12 |
| WI | RA | APPROVED | 2021-01-12 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Great Falls, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 12/2016 |
| Unemployed | Indianapolis | IN | 12/2016 | 11/2017 |
| First Command Financial Planning, Inc | Fort Worth | TX | 11/2017 | 12/2017 |
| Raymond James & Associates, Inc | Carmel | IN | 03/2019 | 03/2020 |
| Unemployed | Carmel | IN | 12/2017 | 01/2018 |
| State Of Indiana | Indianapolis | IN | 01/2018 | 03/2019 |
| Rw Baird | Indianapolis | IN | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-12 |
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