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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-10 |
| FL | RA | APPROVED | 2012-01-09 |
| CO | RA | APPROVED | 2012-01-03 |
Branch Locations
1301 Canyon Blvd Suite 220, Boulder, CO 80302 • United States
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co. | Boulder | CO | 01/2012 | Present |
Name: Rental Property, Not investment-related; Address: 1570 Meadow Ln, Steamboat Springs, CO 80487; Nature; Rental Property; Role: Owner; Start Date: 3/1/2009; Appx hrs: An hour or two per month; Hrs during trading: None; Duties: routine maintenance, finding tenants, collecting rents Name: Rental Property; Not investment-related; Address: Steamboat Grand, Unit 604, Steamboat Springs, CO 80487; Nature; Rental Property; Role: Owner; Start Date: 6/1/2015; Appx hrs: 0; Hrs during trading: 0; Duties: No management responsibility, passive owner. Rentals managed by the Steamboat Grand and Steamboat Resort Co. I am not actively involved in rental. Name: Rental Property; Not investment-related; Address: 540 Mohawk Dr., Unit 2, Boulder, CO 80303; Nature: Rental Property; Role: Owner; Start Date: 11/20/2013; Appx hrs: 3-5 hours/year; Hrs during trading: 0; Duties: Finding tenants, routine maintenance of property Name/Address: Mountain Beach Adventure LLC 1621 Central Ave Cheyenne WY 82001 Start Date: 10/20/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
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