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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
990 North Main Street, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 07/2018 | 07/2026 |
| University Of Wisconsin-Madison | Madison | WI | 08/2014 | 05/2018 |
| University Of Wisconsin-Madison | Madison | WI | 08/2016 | 12/2016 |
| Robert W. Baird | Milwaukee | WI | 05/2017 | 08/2017 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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