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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-05 |
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 |
|---|---|---|---|---|
| Kingsley Area Schools | Kingsley | MI | 09/2007 | 05/2020 |
| Britton Inc. | Traverse City | MI | 05/2020 | 08/2020 |
| Shipt Inc. | Traverse City | MI | 05/2020 | 01/2021 |
| Calvin University | Grand Rapids | MI | 08/2020 | 05/2024 |
| United Parcel Service | Traverse City | MI | 06/2021 | 08/2021 |
| Panera Bread | Traverse City | MI | 07/2021 | 01/2022 |
| Hemming& Wealth Management | Traverse City | MI | 05/2022 | 08/2022 |
| Calvin University | Grand Rapids | MI | 08/2022 | 05/2024 |
| Independent Bank | Traverse City | MI | 05/2023 | 08/2023 |
| Covenant Wealth Management | Winston Salem | NC | 06/2024 | 10/2025 |
| Lpl Financial Llc | Winston Salem | NC | 06/2024 | 10/2025 |
| Robert W. Baird & Co. Incorporated | Winston Salem | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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