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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Investment Management | Denver | CO | 12/2014 | 03/2018 |
| Unemployed | Anaheim | CA | 03/2018 | 01/2019 |
| American Independent Securities Group | Eagle | ID | 01/2019 | 12/2020 |
| Lpl Financial Llc | Meridian | ID | 08/2021 | 01/2022 |
| Unemployed | Meridian | ID | 01/2021 | 07/2021 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 04/2022 | 09/2022 |
| Unemployed | Meridian | ID | 01/2022 | 04/2022 |
| Lpl Financial Llc | Meridian | ID | 09/2022 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 03/2023 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | Present |
| Manpower | Milwaukee | WI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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