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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-31 |
| FL | RA | APPROVED | 2016-10-11 |
| MI | RA | APPROVED | 2016-10-10 |
Branch Locations
300 Park St Ste 240, Birmingham, MI 48009 • United States
Berkley, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 06/2013 | 09/2016 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 06/2013 | 09/2016 |
| Robert W Baird & Co. | Birmingham | MI | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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