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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
| GA | RA | APPROVED | 2025-11-24 |
Branch Locations
2 North Tamiami Trail 1200, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Nokomis | FL | 11/2021 | 05/2024 |
| Jp Morgan Securities Llc | Nokomis | FL | 11/2021 | 05/2024 |
| Regions Bank | Venice | FL | 04/2019 | 10/2021 |
| Pnc Bank | Sarasota | FL | 05/2018 | 04/2019 |
| Suntrust Bank | Sarasota | FL | 09/2015 | 05/2018 |
| Publix | Venice | FL | 12/2019 | 05/2020 |
| Baird Private Wealth Management | Sarasota | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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