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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| WI | RA | APPROVED | 2023-08-03 |
Branch Locations
15545 West National Avenue, New Berlin, WI 53151 • United States
S69 W15612 Janesville Road, Muskego, WI 53150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | 07/2023 |
| U.S. Bank | Milwaukee | WI | 07/2013 | 03/2022 |
| Jp Morgan Chase Bank, N.A. | Germantown | WI | 08/2023 | Present |
| J.P. Morgan Securities Llc | Germantown | WI | 08/2023 | Present |
| Michele Zurawski Tax | Brookfield | WI | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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