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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-06-23 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 04/2018 | Present |
| Educated Solutions Corp | Milwaukee | WI | 11/2017 | 04/2018 |
| Kohl's Department Stores | Milwaukee | WI | 08/2017 | 04/2018 |
| Quarles & Brady Llp | Chicago | IL | 07/2016 | 07/2017 |
Name/Address: Wisconsin Department of Health Services 1220 W Vliet Street, Room 302 Milwaukee WI 53205 Start Date: 11/1/22 Hours Spent: 10-12 hours/month Hours Spent During Trading: Zero Role/Responsibility: Caregiver Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-20 |
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