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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-08
IN RA APPROVED 2019-10-18
TX RA APPROVED 2019-10-18
  • FL RA
    APPROVED
    Since 2021-01-08
  • IN RA
    APPROVED
    Since 2019-10-18
  • TX RA
    APPROVED
    Since 2019-10-18

Branch Locations

110 Main Street, Evansville, IN 47708 • United States

Newburgh, IN • United States

N. Ft. Myers, FL • 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
Robert W. Baird & Co. Incorporated Evansville IN 10/2019 Present
J.J.B. Hilliard, W.L. Lyons, Inc. Evansville IN 07/1997 Present
Previous Registrations
  • 1999-02-03 → 2019-10-18
    J.J.B. Hilliard, W.L. Lyons, Llc
    Evansville, IN
    Evansville, IN
Other Businesses

3) Deaconoess Health System, Inc Member, Treasurer of Board, Chair of Finance Committee, Member of Governance Committee responsibilities for a hospital system, start date 04/01/2018, 600 Mary Stree, evansville, IN 47747, 5 hrs/mo, 3 hrs/mo trading hours Name/Address: Investments and Wealth Institute, 5619 DTC Parkway, Suite 500 Greenwood Village CO 80111 Start date: 5/2017 Hours spent: 20 hours/year Hours spent during trading Hours: 15 hours Role/Responsibility: Director/Board Member Non Investment related Name/Address: Intertwined Finance LLC 8437 Bell Oaks Drive, Unit 910 Newburgh IN 47630 Start Date: 4/27/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member; Passive Investment. Investment Related Name/Address: Catholic Diocese of Evansville - Priests Retirement Board 4200 N Kentucky Ave Evansville IN 47724 Start Date: 3/7/23 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-28
S63 Uniform Securities Agent State Law Examination 1997-10-15
  • S65 Uniform Investment Adviser Law Examination
    1999-06-28
  • S63 Uniform Securities Agent State Law Examination
    1997-10-15
Designations
Other Names
  • Terry Michele Hollander
  • Terry Michele Searl
  • Teri Albin
  • Teri M. Hollander Albin
  • Teri Albinhollander
  • Teri Albin
  • Teri Hollander

View on SEC IAPD

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