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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-15 |
| TX | RA | APPROVED_RES | 2017-06-26 |
| CA | RA | APPROVED | 2009-03-23 |
Branch Locations
360 Sierra College Drive Suite 200, Grass Valley, CA 95945 • United States
1400 Rocky Ridge Drive Suite 250, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Roseville | CA | 03/2009 | Present |
NAME AND ADDRESS: REAL ESTATE PARTNERSHIP NATURE OF ENTITY: COMMERCIAL PROPERTY ROLE IN OUTSIDE BUSINESS: PARTNERSHIP INTEREST NAME AND ADDRESS: MEYERS/LEE 519 E. MAIN STREET GRASS VALLEY, CA 95945 NATURE OF ENTITY: COMMERCIAL REAL ESTATE LOT RESPONSIBILITIES IN THIS ROLE: COLLECT RENT & SUPERVISE PROPERTY HOURS DEVOTED: 1/2 AN HOUR A MONTH. NONE DURING SECURITIES TRADING HOURS. Name: LEE & DUNN real estate investment; Investment-related; Address: 11534 Ridge Estates Rd, Nevada City, CA 95959 and 11723 Marjon Dr Nevada City CA 95959; Nature: Rental Properties; Role: Partner; Start Date: 5/10/18; Appx hrs: as little as possible; Hrs during trading: 0; Duties: we are landlords Name/Address: Lot 10 Partners 380 Sierra College Grass Valley CA 95945 Lot 9 Partners 360 Sierra College Drive Grass Valley CA 95945 Start Date: 8/4/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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