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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-18 |
Branch Locations
210 University Boulevard Ste 800, Denver, CO 80206 • United States
Brighton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cherry Creek | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cherry Creek | CO | 11/2016 | 03/2022 |
| Robert W. Baird | Denver | CO | 03/2022 | Present |
DELTA ONE INVESTMENTS LLC; INVESTMENT RELATED; BRIGHTON, CO; DUPLEX/RENTAL UNITES; 50% OWNERSHIP; START DATE 12/2013; 12 HRS PER MONTH; 2 HRS DURING TRADING. TOTO MANAGEMENT - NOT INVESTMENT RELATED. BRIGTON, CO. CO-OWNER. START: 4/7/2014. 5 HRS PER MO/0 DURING TRADING. DUTIES: PROPERTY MANAGEMENT. CO-TRUSTEE OF SPOUSE'S TRUST; INV. RELATED; BRIGHTON, CO; START DATE 2/28/2014; 0 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INVESTMENT RELATED; BRIGHTON,CO; 100% OWNERSHIP WITH SPOUSE; START DATE 01/03/2014; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; OWNER. Totoh Management, LLC 15965 Delta Ct Brighton CO 80603 , Feb 28, 2014, Hours Spent: 1-5, Hours Spent During Trading: 0, LLC member/owner 5517 King Arthur LLC; 5517 King Arthur LLC, 32012 Radiant Dr, Temecula CA 92591; START DATE Aug 01, 2025; NUMBER OF HOURS PER MONTH 1-5; NUMBER OF HOURS DURING TRADING 0; OWNER; investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-09 |
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