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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-26 |
Branch Locations
11001 N Port Washington, Mequon, WI 53092 • United States
N96W18250 County Line Rd, Germantown, WI 53022 • United States
W156 N11251 Pilgrim Road, Germantown, WI 53022 • United States
5909 West Mequon Road, Mequon, WI 53092 • United States
8800 West Brown Deer Road, Milwaukee, WI 53224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Germantown | WI | 01/2022 | 07/2024 |
| Unemployed | Brookfield | WI | 05/2021 | 01/2022 |
| Equiniti | Brookfield | WI | 11/2020 | 04/2021 |
| Bmo | Thiensville | WI | 09/2017 | 08/2019 |
| Kohl's | Menomonee Falls | WI | 06/2017 | 09/2017 |
| University Of Wisconsin - Milwaukee | Spring Green | WI | 09/2016 | 05/2021 |
| Lpl Financial | Germantown | WI | 02/2022 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Mequon | WI | 07/2024 | Present |
| J.P. Morgan Securities Llc | Mequon | WI | 07/2024 | Present |
| Culver's | Spring Green | WI | 10/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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