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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
8333 Douglas Ave Ste 1000, Dallas, TX 75225 • United States
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Dallas | TX | 02/2008 | 05/2024 |
| Southern Methodist University | Dallas | TX | 01/2004 | 07/2017 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2009 | 05/2024 |
| H & R Block | Richardson | TX | 01/2013 | 04/2017 |
| Silver Lake Capital Partners Llc | Dallas | TX | 05/2024 | 06/2024 |
| Malleck Wealth Management Llc | Dallas | TX | 03/2015 | 05/2024 |
| Malleck Wealth Management Llc | Dallas | TX | 01/2014 | 05/2024 |
| R W Baird | Fort Worth | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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