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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-04 |
| TX | RA | APPROVED | 2016-03-01 |
Branch Locations
5259 South Temiami Trail, Siesta Key, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Sarasota | FL | 03/2016 | Present |
Name/Address: EverNear Wellness, 5032 Flagstone Dr Sarasota FL 34238 Start Date: 10/17/2025 Hours Spent: 11-20 hours/month Hours Spent During Trading: 0 hours/month Role/Responsibility: Co-Owner/Proprietor Investment Related Name/Address: Campfire Beverages LLC 5522 Cartegena Dr Sarasota FL 34233 Start date: 7/24/20 Hours spent: 0-1 hour/month Hours spent during trading hours: Zero Role/Responsibility: Production/marketing of homemade coffee liqueur Non-Investment related Name/Address: Kleiber Beaches & Real Estate, Inc.5522 Cartagena Dr Sarasota FL 34233 Start Date: 6/7/16 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 | 2009-11-25 |
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