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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-09 |
| FL | RA | APPROVED | 2011-09-02 |
Branch Locations
2 North Tamiami Trail 1200, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Sarasota | FL | 07/2011 | Present |
Long View Society Sarasota FL 34236 Luncheon/social group, non-investment related Treasurer start 8/5/18 6 hours/month, all during market hours Responsibilities are to collect member dues checks (made out to LongView), deposit into bank, provide updates to Treasurer for audits and write the check to pay for annual Christmas party.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
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