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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-31 |
| TX | RA | APPROVED_RES | 2017-03-27 |
| OH | RA | APPROVED | 2008-04-29 |
Branch Locations
200 Public Square Ste 1650, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co Inc. | Cleveland | OH | 04/2008 | Present |
NAME AND ADDRESS: WAITE HILL FOUNDATION 9525 METCALF RD WAITE HILL, OH 44094. NATURE OF ENTITY: NEW SUPPORTING/CHARITABLE ORGANIZATION WHOSE SOLE BENEFICIARY IS THE MUNICIPALITY OF WAITE HILL VILLAGE (OHIO). RESPONSIBILITIES IN THIS ROLE: OVERSEE AND SOLICIT FUNDS FOR FOUNDATION ALONG WITH OTHER 2 BOARD MEMBERS. HOURS DEVOTED: 1 HOUR PER WEEK. Name/Address: Waite Hill Village 7215 Eagle Rd Waite Hill OH 44094 Start Date: 1/1/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Mayor Non Investment Related Name/Address: Cox's Corners, LLC, 9929 Hobart Rd., Waite Hill, OH 44094 Start Date: Dec 23, 2025 Hours Spent: Less than 1; During Trading Hours: 0 Role: Member Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-19 |
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