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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2018-06-13 |
| TX | RA | APPROVED_RES | 2016-11-04 |
| IA | RA | APPROVED | 2010-11-19 |
| OK | RA | APPROVED | 2010-11-19 |
Branch Locations
302 Jones Street Suite 210, Sioux City, IA 51101 • United States
Cape Coral, FL • United States
28592 County Rd 4, Pequot Lakes, MN 56472 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird And Co. | Sioux City | IA | 11/2010 | Present |
Name and Address: Sunrise Retirement Community 5501 Gordon Dr Sioux City IA 51106 Start Date: 1/27/21 Hours Spent: 0-1 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Board Member/Investment Finance Committee Investment Related Name/Address: Rose Ranch LLC, 6212A Louisiana Avenue, Nashville, TN 37209 Start Date: 10/13/2025 Hours Spent: 0-3 per month; During Trading Hours: 0-3 per month Role/Responsibility: LLC Member Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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