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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| TN | RA | APPROVED | 2023-11-06 |
Branch Locations
1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Baird | Nashville | TN | 07/2023 | Present |
| Sharecare, Incorporated | Atlanta | GA | 12/2020 | 07/2023 |
| Pricewaterhousecoopers | Atlanta | GA | 09/2016 | 12/2020 |
| Unemployed | Nashville | TN | 05/2016 | 09/2016 |
Name/Address: CASA Nashville 340 21st Ave N Nashville TN 37203 Start Date: 11/4/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
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