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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-17 |
| NC | RA | APPROVED | 2025-11-14 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Atlanta | GA | 05/2017 | 10/2021 |
| Wells Fargo Clearing Services | Atlanta | GA | 10/2021 | 09/2022 |
| Lynch & Eatman Llp | Raleigh | NC | 09/2008 | 04/2017 |
| Hb Wealth Management, Llc | Atlanta | GA | 09/2022 | 10/2025 |
| Robert W. Baird & Co. Incorporated | Charlotte | NC | 10/2025 | Present |
NORTH CAROLINA LAW LICENSE; NOT INV. RELATED; RALEIGH,NC; START DATE 08/29/2008; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NON-PRACTICING CE. NORTH CAROLINA CPA LICENSE; NOT INV. RELATED; RALEIGH,NC; START DATE 11/22/2004; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NON-PRACTICING CE. MEMBER OF BOARD OF TRUSTEES OF BREVARD COLLEGE; NOT INVESTMENT RELATED; BREVARD, NC; START DATE 2021; APPROXIMATE NUMBER OF HOURS DURING BUSINESS AND NON-BUSINESS HOURS 4 PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
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