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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-28 |
Branch Locations
601 Union Street, Suite 4700, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 04/2022 | 08/2022 |
| Dio Modern Mediterranean | Tampa | FL | 02/2021 | 06/2021 |
| Men's Wearhouse | Alpharetta | GA | 06/2019 | 08/2019 |
| Pasta Vino | Johns Creek | GA | 05/2018 | 07/2018 |
| The University Of Tampa | Tampa | FL | 08/2018 | 12/2021 |
| Chattahoochee High School | Johns Creek | GA | 08/2014 | 05/2018 |
| Unemployed | Tampa | FL | 01/2022 | 02/2022 |
| Unemployed | Tampa | FL | 08/2022 | 11/2022 |
| Mezrah Consulting | Tampa | FL | 11/2022 | 06/2024 |
| Unemployed | Menard | TX | 06/2024 | 12/2024 |
| Robert W. Baird & Co. | Seattle | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-23 |
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