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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-05 |
Branch Locations
316 E Silver Spring Dr Ste 300, Whitefish Bay, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umbc | Baltimore | MD | 06/2015 | 05/2019 |
| Brown Advisory | Baltimore | MD | 06/2018 | 08/2018 |
| The Specialized Marketing Group Inc | Milwaukee | WI | 06/2019 | 07/2019 |
| Team Ehingen Urspring | Ehingen | 08/2019 | 09/2019 | |
| Captel | Milwaukee | WI | 12/2019 | 12/2021 |
| Prudential Insurance Company Of America | Wauwatosa | WI | 12/2021 | 04/2024 |
| Beacon Pointe Advisors | Wauwatosa | WI | 04/2024 | 05/2025 |
| Unemployed | Whitefish Bay | WI | 10/2019 | 11/2019 |
| Andrew Joseph Bird | Whitefish Bay | WI | 05/2025 | 07/2025 |
| Pruco Securities Llc | Wauwatosa | WI | 09/2021 | 04/2024 |
| Andrew Bird | Whitefish Bay | WI | 07/2025 | Present |
| Northwestern Mutual Investment Services Llc | Whitefish Bay | WI | 07/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
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