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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-13 |
| DC | RA | APPROVED | 2023-04-12 |
Branch Locations
10361 W. Innovation Drive Suite 350, Milwaukee, WI 53226 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital | Washington D.C | DC | 03/2022 | Present |
| Financial Planning And Information Services, Inc. | De Pere | WI | 08/2020 | 03/2022 |
| Full Time Education | Black Creek | WI | 02/2013 | 08/2020 |
| United States Marine Corps | Great Lakes | IL | 03/2016 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
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