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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-04 |
| TX | RA | APPROVED_RES | 2020-12-11 |
| NC | RA | APPROVED | 2019-10-18 |
Branch Locations
101 E Allen St. Ste 219, Hendersonville, NC 28792 • 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, Llc | Hendersonville | NC | 02/2013 | Present |
| Robert W. Baird & Co. Incorporated | Hendersonville | NC | 10/2019 | Present |
CAROLINA TRAVELERS, NON INVEST-RELATED, PISGAH FOREST, NC, LITTLE LEAGUE BASEBALL, VICE CHAIRMAN, 9/2013, 40 HRS/MONTH WITH 0 HRS/MONTH DURING TRADING HRS, DUTIES INCLUDE BASEBALL COACH/PROGRAM ORGANIZER. WESTERN CAROLINA UNIVERSITY, ADVISORY BOARD MEMBER, DISCUSS GROWTH AND STRENTGH OF FINANCE DEPT, START DATE 02/15/2015, 1 UNIVERISITY WAY, CULLOWEHEE,NC 28723, 1 HR/MO, 0 HRS/MO TRADING Name/Address: Chuck Owenby for Sherriff PO Box 441 Brevard NC 28712 Start Date: 11/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer; Overseeing the budgeting of the campaign Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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