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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-11 |
| TX | RA | APPROVED_RES | 2020-06-17 |
| KY | RA | APPROVED | 2019-10-18 |
Branch Locations
1000 Ashland Drive Suite 305, Ashland, KY 41101 • United States
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 |
|---|---|---|---|---|
| Hilliary Lyons | Ashland | KY | 04/1997 | Present |
| J.J.B. Hilliard, W.L. Lyons, Inc. | Ashland | KY | 04/1997 | Present |
| Robert W. Baird & Co. Incorporated | Ashland | KY | 10/2019 | Present |
1) TRUSTEE OF FAMILY-RELATED TRUST, INVEST-RELATED, 4 HRS/MONTH, A SMALL AMOUNT OF HRS/MONTH DURING TRADING HRS. 2) TRUSTEE OF RELATIVE'S TRUST, INVEST-RELATED, 2 HRS/MONTH WITH 1 HR/MONTH DURING TRADING HRS, DUTIES INCLUDE OVERSEEING ASSETS AND HELPING TO DETERMINE DISTRIBUTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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