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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-31 |
| WI | RA | APPROVED | 2024-05-30 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Mesquite, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Dallas | TX | 03/2017 | 11/2022 |
| Comerica Bank | Dallas | TX | 09/2014 | 03/2017 |
| J.P. Morgan Securities Llc | Dallas | TX | 11/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 11/2022 | 05/2024 |
| Touch Of Organized | Mesquite | TX | 07/2020 | Present |
| Baird | Milwaukee | WI | 05/2024 | Present |
Effective 05/28/2024 I am an employee of Baird which offers a broad range of products and services nationwide. I also run an online blog, Touch of Organized, as of July 2020. It is not investment-related. I devote 5-10 hours per month, none of which occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-13 |
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