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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED_RES | 2019-10-18 |
Branch Locations
4730 Village Square Drive Suite 110, Paducah, KY 42001 • 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 |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Paducah | KY | 09/1991 | Present |
| Robert W. Baird & Co. Incorporated | Paducah | KY | 10/2019 | Present |
1)08/2002-TRUSTEE OF 2 FAMILY RELATED ACCOUNTS. NO PAYOUT. 2)C-PLANT FEDERAL CREDIT UNION-NONINVEST RELATED-ADVISORY COMMITTEE-REVIEWS POLICIES AND PROCEDURES-NO FINANCIAL OR INVESTMENT CONTROL-1 HR/MONTH INCLUDING DURING TRADING HRS-DUTIES INCLUDE CHAIR OF SUPERVISORY COMMITTEE (OPERATIONAL AND NOT OVER EMPLOYEES), REPORTS PROCEDURES, AUDITS AND OTHER BUSINESS RELATED ITEMS TO THE BOARD OF DIRECTORS. 4) Isabelle Chalker Trust, Successor Trustee, trust for grandchildren, duties are to make recommendations to trustee, start date 01/19/2011, 1 hr/mo. 1 hr/mo trading. Name/Address: Lone Oak First Baptist Church 3601 Lone Oak Rd Paducah KY Start Date: 2/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Deacon; Finance Committee & Finance Committee Chair Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-28 |
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