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Sara S Holler

Robert W. Baird & Co. Incorporated

Greenville, SC

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-03-16
  • SC RA
    APPROVED
    Since 2023-03-16

Branch Locations

300 North Main Street Suite 400, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salient Wealth Management Llc Fort Mill SC 03/2009 10/2017
Next School At Eagle Ridge Salem SC 10/2017 08/2020
Lending Path Mortgage Columbia SC 08/2020 11/2022
Rw Baird Pwm Greenville SC 11/2022 Present
  • 03/2009 → 10/2017
    Salient Wealth Management Llc
    Fort Mill, SC
  • 10/2017 → 08/2020
    Next School At Eagle Ridge
    Salem, SC
  • 08/2020 → 11/2022
    Lending Path Mortgage
    Columbia, SC
  • 11/2022 → Present
    Rw Baird Pwm
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-16
  • S66 Uniform Combined State Law Examination
    2023-03-16
Other Names
  • Sara Rebecca Shaw
  • Sara Rebecca Shaw
  • Sara Rebecca Holler

View on SEC IAPD

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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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