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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-11 |
| FL | RA | APPROVED | 2023-08-24 |
| NM | RA | APPROVED | 2019-06-04 |
| TX | RA | APPROVED | 2013-04-05 |
Branch Locations
751 West 4Th Street, Suite 320, Winston-Salem, NC 27101 • United States
Mexico Beach, FL • 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. | Houston | TX | 04/2013 | Present |
Name/Address: Gypsy Sally's Leakey LLC 355 County Rd 351 Rio Frio TX 78879 Start Date: 7/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC General Partner Non Investment Related Name/Address: Quenby Road Properties, LLC 8404 Yancey Court Plano TX 75025 Start Date: 7/30/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Non Investment Related Name/Address: Couse-Sharp Foundation / 146 Kit Carson Road, Taos, NM 87571 Start Date: May 2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Finance Committee Investment Related Name/Address: HeartGift, Texas Hours Spent: 6 - 10/month Hours Spent during Trading: 1/month Role/Responsibility: HeartGift Foundation Board (Austin, TX) - Finance Committee, HeartGift (Houston, TX) - Community Involvement Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
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