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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-11 |
Branch Locations
8333 Greenway Boulevard Suite 180, Middleton, WI 53562-3684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 03/2022 | 12/2024 |
| Bank Of America, N.A. | Milwaukee | WI | 03/2022 | 12/2024 |
| Brew Fitness | Milwaukee | WI | 05/2021 | 01/2022 |
| Milwaukee College Prep | Milwaukee | WI | 09/2020 | 07/2021 |
| Burn Boot Camp | Sussex | WI | 06/2020 | 07/2020 |
| Ymca | Milwukee | WI | 05/2019 | 07/2020 |
| Milwaukee Summerfest | Milwaukee | WI | 06/2019 | 07/2019 |
| Camp Kindred | Milwaukee | WI | 05/2020 | 08/2020 |
| City Year Milwaukee | Milwaukee | WI | 07/2018 | 05/2020 |
| Second Life Mac | Chicago | IL | 09/2017 | 07/2018 |
| University Of Iowa Student Health & Wellness | Iowa City | IA | 08/2016 | 05/2017 |
| Full Time Education | Iowa City | IA | 01/2016 | 05/2017 |
| Unemployed | Milwaukee | WI | 01/2022 | 03/2022 |
| Unemployed | Chicago | IL | 05/2017 | 09/2017 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 01/2025 | Present |
| Charles Schwab Bank | Brookfield | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-10 |
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