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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-18 |
| TX | RA | APPROVED_RES | 2017-03-21 |
| WI | RA | APPROVED | 1999-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 01/1999 | Present |
Name/Address: Co-Trustee Role Start Date: 9/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Trustee Investment Related Name/Address: AFJHAR, 17950 Ashlea Drive, Brookfield, WI 53045 Start Date: 1/1/2021 Hours Spent: 4-9 per month; During Trading Hours: 0-3 Role/Responsibility: Treasurer Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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