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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-04 |
| FL | RA | APPROVED | 2023-03-23 |
| WI | RA | APPROVED | 2022-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Llp | Minneapolis | MN | 11/2019 | 05/2022 |
| Oneida Golf And Country Club | Green Bay | WI | 05/2011 | 10/2019 |
| Schneider National | Green Bay | WI | 05/2017 | 08/2017 |
| Schreiber Foods | Green Bay | WI | 05/2018 | 08/2018 |
| University Of St. Thomas | St. Paul | MN | 08/2015 | 08/2019 |
| Rw Baird | Green Bay | WI | 07/2022 | Present |
Name/Address: Friends of PALS, Youth and Families, PO Box 1202, Green Bay, WI 54305 Start Date: 4/17/2026 Hours Spent: 4-9 per month; During Trading Hours: 0-3 Role/Responsibility: President Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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