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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| WI | RA | APPROVED | 2026-06-08 |
Branch Locations
505 S Gammon Rd, Madison, WI 53719 • United States
1353 Cabela Dr, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 05/2026 | Present |
| Eau Claire Memorial High School | Eau Claire | WI | 01/2015 | 05/2017 |
| Unemployed | Eau Claire | WI | 05/2017 | 08/2020 |
| Marian University | Fond Du Lac | WI | 08/2020 | 12/2022 |
| Mml Investors Services Llc | Madison | WI | 12/2025 | 05/2026 |
| Massmutual Life Insurance Company | Madison | WI | 03/2025 | 05/2026 |
| Marine Credit Union | Eau Claire | WI | 12/2023 | 04/2025 |
| Dominos | Eau Claire | WI | 04/2020 | 08/2020 |
| Northwestern Mutual Investment Services, Llc | Appleton | WI | 03/2023 | 07/2023 |
| Team Wisconsin | Sun Prairie | WI | 04/2022 | Present |
| Bank Of America, N.A. | Madison | WI | 06/2026 | Present |
I*4628293 Entity Type: Business or Industry Organization Name of OBA: Team Wisconsin Hockey Club Address: Sun Prairie, Wisconsin, 53590 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/01/2023 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: It's a youth AAA hockey club that I coach part time on weekends in the fall. I'm the head coach of the U16 boys team. No financial responsibilities for the club or team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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