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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-18 |
| FL | RA | APPROVED | 2019-03-04 |
| TX | RA | APPROVED_RES | 2019-03-04 |
| IL | RA | APPROVED | 2019-03-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elgin | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elgin | IL | 11/2016 | 03/2019 |
| Robert W Baird | Elgin | IL | 03/2019 | Present |
CORRIANGEL INC, NOT INV RELATED, CHICAGO, IL, START 2/1/09, 30% OWNER, 4 HOURS PER MONTH, NONE DURING TRADING HOURS. CO-TRUSTEE FOR PARENTS; INV RELATED; ELGIN, IL; START 04/28/05; MINIMAL TIME DEVOTED PER MONTH; NONE DURING TRADING HOURS. Name/Address: Marengo Banc Shares 800 W Grant Hwy Marengo IL 60152 Start date: 11/18/19 Hours spent: 4-5 hours/month Hours spent during trading hours: 2 hours Role/Responsibility: Acting Board Member of a Bank Holding Company and be involved with the strategic direction and oversight of the operations of the bank. Non Investment related Name/Address: Jorie Healthcare LLC 1000 Jorie Boulevard Oak Brook IL 60523 Start Date: 8/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member Non Investment Related Name/Address: TSD Ventures, LLC 275 Targhee Towne Road Alta WY 83414 Start Date: Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive investor/LLC member Investment Related Name/Address: Chroma LLC 280 Larwick Circle Valprasio IN 46385 Start Date: 11/7/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member Non Investment Related Name/Address: Rincon Partners LLC P.O. Box 480 Edwards CO 81632 Start Date: 8/12/19 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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