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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-11-19 |
Branch Locations
4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2015 | 05/2018 |
| Menards | Eau Claire | WI | 02/2017 | 05/2017 |
| Robert W. Baird & Co. | Wausau | WI | 06/2017 | 08/2017 |
| Robert W. Baird & Co. | Eau Claire | WI | 11/2017 | 05/2018 |
| Robert W. Baird & Co. | Eau Claire | WI | 06/2018 | Present |
Name/Address:Bethlehem Lutheran Church 2245 Hayden Ave Altoona WI 54720 Start Date: 1/1/22 Hours Spent: 0-5 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer with check signing abilities Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
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