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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
| FL | RA | APPROVED | 2024-12-09 |
Branch Locations
777 South Flagler Drive Suite 1401, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Jupiter | FL | 11/2016 | 08/2024 |
| Dillard's | Wellington | FL | 12/2015 | 11/2016 |
| Baird | West Palm Beach | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
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