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N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-08-29 |
Branch Locations
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waukesha | WI | 07/2015 | 01/2017 |
| Bank Of America, N.A. | Waukesha | WI | 12/2015 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 01/2017 | Present |
RENTAL PROPERTY, INV RELATED, MCHENRY, IL, 100% OWNERSHIP WITH SPOUSE, START 08/01/2011, ZERO HOURS PER MONTH, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-29 |
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