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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-07 |
Branch Locations
10361 W. Innovation Dr. Suite 350, Milwaukee, WI 53226 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Oconomowoc | WI | 05/2024 | 02/2026 |
| Full Service Painting | Madison | WI | 01/2021 | 05/2024 |
| Big Blue Swim School | South Barrington | WI | 01/2019 | 01/2021 |
| Walgreens | Oconomowoc | WI | 01/2017 | 01/2019 |
| Full-Time Education | Oconomowoc | WI | 01/2014 | 06/2019 |
| Curi Capital | Milwaukee | WI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-09 |
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