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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
| TX | RA | APPROVED_RES | 2024-07-11 |
| OH | RA | APPROVED | 2017-06-28 |
Branch Locations
3875 Embassy Pkwy Ste 300, Akron, OH 44333 • United States
Wadsworth, OH • 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 |
|---|---|---|---|---|
| Robert W Baird & Co | Akron | OH | 08/2016 | Present |
Name/Address: CASA 650 Dan St Akron OH Start Date: 3/20/22 Hours Spent: 0-5 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member/Finance-Investment Committee. Investment related Name/Address: Leadership Medina County 23 Public Square, Suite 220 Medina OH 44256 Start Date: 4/27/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Non Investment Related Name/Address: Lee Wilson Group, LLC, 5806 MCCLELLAND CT, Wadsworth, OH 44281 Start Date: 4/24/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Sole Member Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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