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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-26 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
4220 Edison Lake Pkwy Ste 100, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2017 | 08/2019 |
| Allied Industrial Group, Inc. | Troy | MI | 08/2016 | 01/2017 |
| Clubcorp - Knollwood Country Club | Granger | IN | 09/2005 | 03/2017 |
| 1St Source Bank | Mishawaka | IN | 08/2019 | 09/2024 |
| Lpl Financial Llc | Mishawaka | IN | 08/2019 | 09/2024 |
| Baird Private Wealth Management | Mishawaka | IN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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