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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-14 |
| TX | RA | APPROVED_RES | 2016-11-14 |
| VA | RA | APPROVED | 2007-07-25 |
Branch Locations
4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States
12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Reston | VA | 07/2007 | Present |
Name & Address: RENTAL PROPERTY - MacArthur Blvd ,Washington, DC 20007 Nature of Entity: Condo Role/Responsibility: Owner/Landlord, pay mortgage & condo fees Hours Spent: 0/month Hours Spent During Trading: 0-1 hours/month Not Investment-Related Virginia Hospital Center Health's Board Committees George Mason Drive Arlington VA 22205 Start date: 2/15/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Finance Committee Investment Related Name/Address: Girl Scouts Nation's Capital Daisy Troop 50296 - Connecticut Ave NW M2 Washington DC 20008 Start Date: 9/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Troop leader; Treasurer Non Investment Related Name/Address: MP2X 7778 Gresham Lane Hudson OH 44236 Start Date: 12/31/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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