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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-02 |
Branch Locations
16001 W Cleveland Ave, New Berlin, WI 53151 • United States
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Milwaukee | WI | 07/2024 | 06/2026 |
| Nylife Securities Llc | Milwaukee | WI | 08/2024 | 06/2026 |
| Mathnasium Of West Des Moines | West Des Moines | IA | 09/2023 | 03/2024 |
| Treehouse Foods | Green Bay | WI | 06/2023 | 08/2023 |
| Nicolet National Bank | Green Bay | WI | 06/2022 | 08/2022 |
| Shipt, Inc. | Green Bay | WI | 12/2020 | 08/2023 |
| Vote Smart | Des Moines | IA | 08/2020 | 12/2020 |
| City Of De Pere | De Pere | WI | 09/2019 | 10/2025 |
| Walgreens | Bellevue | WI | 11/2018 | 06/2020 |
| Culver's | Green Bay | WI | 06/2017 | 09/2018 |
| Drake University | Des Moines | IA | 08/2020 | 05/2024 |
| De Pere High School | De Pere | WI | 09/2016 | 05/2020 |
| No Employment | Bellevue | WI | 07/2020 | 07/2020 |
| Wells Fargo Clearing Services, Llc | New Berlin | WI | 06/2026 | Present |
| Wells Fargo Bank, Na | New Berlin | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-04 |
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