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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-15 |
Branch Locations
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
2675 N Mayfair Rd Ste 100, Wauwatosa, WI 53226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Brookfield | WI | 06/2020 | 02/2025 |
| Grand Royale Llc | Milwaukee | WI | 07/2019 | 06/2020 |
| Dan Dan Llc | Milwaukee | WI | 07/2019 | 06/2020 |
| Empower Hr Llc (Teklynx) | Milwaukee | WI | 09/2018 | 07/2019 |
| Lpl Financial | Brookfield | WI | 09/2023 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Wauwatosa | WI | 03/2025 | Present |
| Wells Fargo Bank, Na | Wauwatosa | WI | 03/2025 | Present |
| Za Man Llc | Milwaukee | WI | 07/2013 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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