Wilson Lemmon Mitchell

Robert W. Baird & Co. Incorporated

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Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-02
TX	RA	APPROVED	2026-01-30

AZ RA
APPROVED

Since 2026-02-02
TX RA
APPROVED

Since 2026-01-30

Branch Locations

3200 West Ray Road; 2Nd Floor, Suite #230, Chandler, AZ 85226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edelman Financial Services Llc	Fairfax	VA	03/2015	11/2018
Ef Legacy Securities, Llc	Henrico	VA	04/2016	10/2018
Financial Engines Advisors L.L.C.	Sunnyvale	CA	10/2018	04/2020
Financial Engines Advisors L.L.C	Santa Clara	CA	04/2020	01/2026
Robert W. Baird	Chandler	AZ	01/2026	Present

03/2015 → 11/2018

Edelman Financial Services Llc

Fairfax, VA
04/2016 → 10/2018

Ef Legacy Securities, Llc

Henrico, VA
10/2018 → 04/2020

Financial Engines Advisors L.L.C.

Sunnyvale, CA
04/2020 → 01/2026

Financial Engines Advisors L.L.C

Santa Clara, CA
01/2026 → Present

Robert W. Baird

Chandler, AZ

Previous Registrations

2018-10-19 → 2026-02-20

Edelman Financial Engines

Tempe, AZ

Phoenix, AZ

Chandler, AZ
2015-05-13 → 2018-11-01

Edelman Financial Services, Llc

Tempe, AZ

Fairfax, VA

Tempe, AZ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-05-19
S66	Uniform Combined State Law Examination	2015-03-20

S63 Uniform Securities Agent State Law Examination

2026-05-19
S66 Uniform Combined State Law Examination

2015-03-20

Designations

View on SEC IAPD

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