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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| WI | RA | APPROVED | 2026-05-22 |
Branch Locations
N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Waukesha | WI | 05/2026 | Present |
| Avantax Investment Services Inc. | South Milwaukee | WI | 06/2024 | 09/2025 |
| Avantax Advisory Services | South Milwaukee | WI | 06/2024 | 09/2025 |
| Dbhw Wealth Partners | South Milwaukee | WI | 05/2021 | 05/2026 |
| Us Bank Branch | Milwaukee | WI | 06/2019 | 04/2021 |
| Unemployed | Milwaukee | WI | 05/2019 | 05/2019 |
| Aptiv, Inc | La Crosse | WI | 10/2015 | 04/2019 |
| Cudahy School District | Cudahy | WI | 06/2018 | 08/2018 |
| Cudahy School District | Cudahy | WI | 06/2017 | 08/2017 |
| Cudahy High School | Cudahy | WI | 06/2017 | 07/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
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