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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
Fort Worth, TX • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Fort Worth | TX | 02/2015 | 08/2025 |
| Xcelsior Advisor Partners Llc | Denver | CO | 08/2025 | Present |
| The Leaders Group Inc Dba Simplicity Investments | Summit | NJ | 08/2025 | Present |
1) BV PRIVATE WEALTH - 8/15/25 - 801 Cherry Street, Suite 2250, Ft Worth, TX 76102 - Partner/Investment Advisor, All duties, Invt Rel, Insurance business, 435 hrs/mo; 200 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
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