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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-23 |
Branch Locations
751 West 4Th Street, Suite 320, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pya Waltman Capital, Llc | Knoxville | TN | 06/2022 | 07/2025 |
| Muirfield Village Gc | Dublin | OH | 05/2019 | 05/2022 |
| Comprehensive Wealth Management | Dublin | OH | 05/2021 | 08/2021 |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2022 |
| Frazier Financial | Dublin | OH | 08/2017 | 10/2017 |
| Worthington Christian School | Worthington | OH | 01/2014 | 05/2017 |
| Unemployed | Dublin | OH | 11/2017 | 07/2018 |
| Muirfield Village Gc | Dublin | OH | 10/2017 | 08/2018 |
| Robert W. Baird & Co. | Winston Salem | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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