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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
| FL | RA | APPROVED | 2021-01-28 |
| OH | RA | APPROVED | 2019-10-18 |
Branch Locations
800 Yard Street Suite #225, Columbus - Grandview Heights, OH 43212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Columbus | OH | 02/2009 | 11/2016 |
| Fifth Third Securities | Columbus | OH | 02/2009 | 11/2016 |
| Jjb Hilliard Wl Lyons Llc | Grandview Heights | OH | 11/2016 | Present |
| Robert W. Baird & Co. Incorporated | Grandview Heights | OH | 10/2019 | Present |
2)Name/Address: Bert Charles LLC 2519 Welsford Rd Columbus OH 43221 Start Date: 11/19/20 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC owner/member; Used for real estate investments Non Investment Related Name/Address: 1209 Ole Hen LLC / 2039 Coventry Rd, Columbus, OH 43212 Start Date: 1/24/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC General Member Investment Related Name/Address: Connect Housing Blocks 3251 Westerville Rd Columbus OH 43224 Start Date: 3/5/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-08 |
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