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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roland M. Baird & Co Pa Cpa'S | Greenville | SC | 09/1986 | Present |
| Avantax Investment Services, Inc. | Greenville | SC | 08/1997 | 09/2025 |
| Avantax Advisory Services | Greenville | SC | 01/1998 | 09/2025 |
| Avantax Insurance Agency, Llc | Greenville | SC | 06/2017 | 09/2025 |
| Personal Representative | Greenville | SC | 02/2017 | 04/2018 |
| Roland M Baird Rental Of Real Estate | Greenville | SC | 08/2017 | Present |
| Roland M. Baird | Greenville | SC | 05/1999 | Present |
| Mangr. Williams & North Assoc | Greenville | SC | 10/1998 | Present |
| Baird Photography | Greenville | SC | 08/2017 | Present |
| Roland M. Baird & Co. Pa | Greenville | TX | 11/1986 | Present |
| Roland Baird Rental Property | Greenville | SC | 11/2002 | Present |
| Roland M Baird, Mortgage | Greenville | SC | 11/2019 | Present |
| Cox, Cauley, Richardson Cpa's Llc | Greenville | SC | 02/2021 | 11/2022 |
| Greene, Finney, Cauley, Cpa's Llc | Greenville | SC | 12/2022 | Present |
| Cetera Wealth Services, Llc | Greenville | SC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Roland M. Baird 700 East North Ste Ste 8 Greenville SC 29601 Insurance Agent~Independent Contractor~5/1/1999~1hrs~0hrs~Selling and maintenance of insurance products 2) Roland M Baird Rental of Real Estate 700 East North Street Ste 8 Greenville SC 29601 Rental Property~Owner~8/3/2017~0hrs~0hrs~Collect Rent and pay bills 3) Mangr. Williams & North Assoc 700 East North Str Ste 8 Greenville SC 29601 10/1/1998 1hrs~0hrs Invoice Property Owners regime fees, pay monthly expense and coordinate required and normal repairs and maintenance 4) Baird Photography 312 Owasso Drive Greenville SC 29615 Greenville SC 29601 Owner~8/27/2015~10hrs~1hrs~Photography 5) Roland Baird Rental Property 700 East North Str Ste 8 Greenville SC 29601 11/1/2002~1hrs~1hrs~Signing Leases and Paying bills 6) Roland M Baird, Mortgage 700 East North Street Ste 8~Greenville SC 29601 Owner 11/7/2019 1hrs~0hrs~Originate Mortgage, Provide funding to the closing attorney, collect monthly payments.| 7) ROLAND M. BAIRD & CO. PA POSITION: Tax Preparation/Accounting NATURE: General tax related activities including preparation of Tax Returns and tax advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/01/1986 ADDRESS: 1510 East North Street, Greenville SC 29607 DESCRIPTION: I will prepare tax returns for clients 8) GREENE, FINNEY, CAULEY, CPA'S LLC POSITION: Accountant NATURE: General tax and Accounting functions appropriate for Public Accounting Firms INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2022 ADDRESS: 700 E. North St, Suite 8, Greenville SC 29601 DESCRIPTION: Prepare Tax Returns and general accounting services for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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