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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-11 |
| OH | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED_RES | 2019-10-18 |
Branch Locations
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
103 W. 2Nd Street, Maysville, KY 41056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Kenwood | OH | 09/2008 | Present |
| Robert W. Baird & Co. Incorporated | Cincinnati | OH | 10/2019 | Present |
Name/Address: Starfire Council of Greater Cincinnati 1682 E Seymour Ave, Cincinnati, OH 45237 Start Date: Aug 23, 2019 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Endowment Committee Member Non Investment Related Name/Address: Saint Ursula Academy 1339 E. McMillan Street Cincinnati OH 45206 Start Date: Aug 07, 2026 Hours Spent: 4-9 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Investment Finance Committee Non Investment Related Name/Address: Level Up Cincinnati 6760 Woodland Reserve Ct Cincinnati OH 45243 Start Date: 9/16/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
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