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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-27 |
| TX | RA | APPROVED_RES | 2016-11-04 |
| WI | RA | APPROVED | 2008-09-29 |
Branch Locations
2800 National Drive Suite 101, Onalaska, WI 54650 • United States
7650 Edinborough Way Suite 300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Lacrosse | WI | 06/2008 | Present |
Name/Address: SDavies Holdings, LLC, 1707 Jennifer Ct., Onalaska, WI 54650 Start Date: 7/1/2019 Hours Spent: 0-3 per month; During Trading Hours: 0-3 per month Role/Responsibility: LLC Member Not Investment Related Name: DSD Holdings, LLC; Not investment-related; Address: 1707 Jennifer Ct., Onalaska, WI 54650; Nature: Internet, website and Google marketing Company; Role: Owner; Start Date: 2011; Appx hrs: <1 Hour/Week; Hrs during trading: 0; Duties: Active sole owner Name: Elevate Media Group Inc. / Skyframe Aerial LLC; Not investment-related; Address: 126 5th Ave S, La Crosse, WI 54601; Nature: Private Company/ Video / Photography; Role: Owner; Start Date: 09/15/2014; Appx hrs: 5 hours/week - mostly outside of normal business hours; Hrs during trading: Minimal; Duties: Partial owner - strategic planning, business management, marketing and video/audio producer. Name/Address: Garage Ball LLC Holmen, WI Start Date: 8/31/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member used for investment Non Investment Related Name/Address: DSD Digital LLC Onalaska, WI Start Date: 4/1/22 Hours Spent: 0-4 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member; Computer equipment rental Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-12 |
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