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Adam William White

Robert W. Baird & Co. Incorporated

Mill Valley, CA

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
MA RA APPROVED 2018-01-05
CA RA APPROVED 2017-08-09
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • MA RA
    APPROVED
    Since 2018-01-05
  • CA RA
    APPROVED
    Since 2017-08-09

Branch Locations

2 Belvedere Place Suite 330, Mill Valley, CA 94941 • 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
OrganizationCityStateFromTo
Eaton Vance Distributors, Inc Boston MA 06/2015 07/2017
Eaton Vance Management Boston MA 06/2015 07/2017
R.W Baird Mill Valley CA 08/2017 Present
  • 06/2015 → 07/2017
    Eaton Vance Distributors, Inc
    Boston, MA
  • 06/2015 → 07/2017
    Eaton Vance Management
    Boston, MA
  • 08/2017 → Present
    R.W Baird
    Mill Valley, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-07
S63 Uniform Securities Agent State Law Examination 2013-02-11
  • S66 Uniform Combined State Law Examination
    2014-04-07
  • S63 Uniform Securities Agent State Law Examination
    2013-02-11

View on SEC IAPD

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Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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