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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-14 |
| TX | RA | APPROVED_RES | 2017-02-13 |
| WI | RA | APPROVED | 2009-05-22 |
Branch Locations
440 South Washington, Green Bay, WI 54301 • United States
De Pere, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Green Bay | WI | 05/2009 | Present |
Name/Address: Rental Property 6484 Caldecott Dr Naples FL 34113 Start Date: 2/1/22 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: Maxwelton Braes Real Estate, LLC. 440 S Washington St Green Bay WI 54301 Start Date: 10/12/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-20 |
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