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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-30 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Germantown High School | Germantown | WI | 09/2015 | 08/2019 |
| Loras College | Dubuque | IA | 08/2019 | 08/2023 |
| Richmond Investment Services | Dubuque | IA | 02/2022 | 05/2023 |
| Iag Wealth Partners | Waukesha | WI | 08/2023 | 01/2025 |
| Richmond Investment Services | Menomonee Falls | WI | 01/2025 | 06/2025 |
| Lpl Financial Llc | Menomonee Falls | WI | 08/2023 | 06/2025 |
| R.W. Baird | Milwaukee | WI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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