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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-20 |
| IN | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED_RES | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Evansville | IN | 10/1996 | Present |
| Robert W. Baird & Co. Incorporated | Evansville | IN | 10/2019 | Present |
TRUSTEE OF A RELATIVE'S TRUST, NON-INVEST RELATED, INDIANA, 4/1/2001, 1 HR/MONTH, 0 HRS DURING TRADING HRS. TRUSTEE OF RELATIVES TRUSTS, INVEST-RELATED, INDIANA, 11/2012, LESS THAN 1 HR/MONTH WITH LESS THAN 1 HR DURING TRADING HRS. TRUSTEE OF A RELATIVE'S TRUST, NON-INVEST RELATED, INDIANA, 4/1/2001, 1 HR/MONTH, 0 HRS DURING TRADING HRS. TRUSTEE OF A RELATIVE'S TRUST, NON-INVEST RELATED, INDIANA, 12/2012, 1 HR/MONTH, 0 HRS DURING TRADING HRS, COORDINATE THE USAGE AND RESPONSIBILITIES OF THE BENEFICIARIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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