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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| WI | RA | APPROVED | 2026-03-11 |
Branch Locations
3913 W Prospect Ave Suite 301, Fox Valley, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 06/2022 | 03/2026 |
| University Of Wisconsin Milwaukee | Milwaukee | WI | 08/2018 | 05/2022 |
| Nurses Prn | Appleton | WI | 12/2021 | 05/2022 |
| Sharper Edge Landscaping | De Pere | WI | 06/2014 | 08/2021 |
| Appleton Parks And Recreation | Appleton | WI | 05/2018 | 08/2018 |
| Xavier High School | Appleton | WI | 08/2014 | 05/2018 |
| Robert W Baird | Appleton | WI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-01 |
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