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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Capital Management | Menomonee Falls | WI | 06/2010 | 09/2020 |
| Robert W. Baird | Milwaukee | WI | 09/2020 | Present |
Name and Address: Rental Property Parcel HB-304 Fernando Drive. Hobart WI 54313 Start Date: 10/11/15 Hours Spent: 0-1 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Owner/Landlord Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2005-04-07 |
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