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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-14 |
| FL | RA | APPROVED | 2018-04-25 |
| WI | RA | APPROVED | 2009-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Green Bay | WI | 05/2009 | Present |
Name/Address: Cobblestone Creek Dining and Banquet 740 W Ryan St Hwy 10 Brillion WI 54110 Start Date: 9/1/14 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Restaurant Owner Non Investment Related Name/Address: Why Not Now Missions, Inc. 3540 Library Drive Cudahy WI 53110 Start date: 11/1/19 Hours spent: 1 hour/quarter Hours spent during trading Hours: Zero Role/Responsibility: Investment/Finance Committee: Oversight of annual non-profit activities and financials Investment related: Yes Name/Address: Optimist Club of Green Bay Foundation, Inc. PO Box 938 Green Bay WI 54305 Start Date: 1/17/18 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment / Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-29 |
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