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401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED | 2024-06-21 |
| WA | RA | APPROVED | 2024-06-21 |
| WI | RA | APPROVED | 2024-06-21 |
Branch Locations
833 E Michigan Street Suite 850, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 04/2022 | 11/2022 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 04/2022 | 11/2022 |
| Winona State University | Winona | MN | 08/2019 | 05/2020 |
| Sargent Peppers Bar & Grill | Oakdale | MN | 05/2018 | 07/2019 |
| Hagbergs County Market | Lake Elmo | MN | 10/2017 | 04/2018 |
| Walmart | Woodbury | MN | 06/2016 | 08/2017 |
| Winona State University | Winona | MN | 08/2018 | 08/2022 |
| Winona State University | Saint Paul | MN | 08/2020 | 05/2021 |
| Winona State University | Saint Paul | MN | 08/2019 | 05/2020 |
| Securian Financial | Saint Paul | MN | 08/2021 | 04/2022 |
| Robert W. Baird | Milwaukee | WI | 12/2022 | Present |
| Russell Investments | Seattle | WA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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