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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
| WI | RA | APPROVED | 2026-06-16 |
Branch Locations
201 North Franklin St. Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Fort Lauderdale | FL | 07/2018 | 01/2022 |
| Wells Fargo Clearing Services | Fort Lauderdale | FL | 01/2022 | 08/2022 |
| Wells Fargo Private Bank | Fort Lauderdale | FL | 08/2013 | 07/2018 |
| Citigroup | Fort Lauderdale | FL | 08/2022 | 03/2024 |
| Fisher Investments | Tampa | FL | 04/2024 | 05/2024 |
| Comerica Wealth Management | Tampa | FL | 06/2024 | 06/2026 |
| Robert W. Baird & Co. Incorporated | Tampa | FL | 06/2026 | Present |
Totally Reliable Party Rentals, LLC; not investment related; 12843 Stanwyck Circle, Tampa fl 33626; Party equipment rental; 50% owner; Incorporated in 12/09/2025; Manage operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
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