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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-04 |
| FL | RA | APPROVED | 2017-08-18 |
| NC | RA | APPROVED | 2011-04-05 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Charlotte | NC | 12/2010 | Present |
Name/Address: Heron Marsh Villas Unit 53 HOA 137 Heron Marsh Drive Unit #53 Pawleys Island SC 29585 Start Date: 1/1/23 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer Non Investment Related Name/Address: The Benedicts / Charlotte, NC 28211 Start Date: 8/22 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Related Name/Address: Abbvie Inc 8701 World Center Drive Orlando FL 32821 Start Date: 2/11/25 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-5 hours/month Role/Responsibility: Guest Speaker Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-04 |
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