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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
TX RA APPROVED 2026-01-08
KY RA APPROVED 2022-08-03
  • FL RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED
    Since 2026-01-08
  • KY RA
    APPROVED
    Since 2022-08-03

Branch Locations

360 8Th Avenue Suite 211, Bowling Green - Park Plaza, KY 42101 • 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
Texas Tech University Lubbock TX 01/2016 12/2016
Avant-Garde Wealth, Llc Smiths Grove KY 02/2020 07/2022
Western Kentucky University Bowling Green KY 01/2020 05/2020
Your Money Line Powered By Pete The Planner® Carmel IN 03/2020 01/2021
Levine Group, Llc Russellville KY 05/2016 02/2020
Texas Tech University Lubbock TX 08/2020 Present
Origin Financial Bowling Green KY 06/2021 07/2021
Robert W. Baird & Co. Incorporated Bowling Green KY 08/2022 Present
  • 01/2016 → 12/2016
    Texas Tech University
    Lubbock, TX
  • 02/2020 → 07/2022
    Avant-Garde Wealth, Llc
    Smiths Grove, KY
  • 01/2020 → 05/2020
    Western Kentucky University
    Bowling Green, KY
  • 03/2020 → 01/2021
    Your Money Line Powered By Pete The Planner®
    Carmel, IN
  • 05/2016 → 02/2020
    Levine Group, Llc
    Russellville, KY
  • 08/2020 → Present
    Texas Tech University
    Lubbock, TX
  • 06/2021 → 07/2021
    Origin Financial
    Bowling Green, KY
  • 08/2022 → Present
    Bowling Green, KY
Previous Registrations
  • 2020-08-25 → 2022-07-29
    Bowling Green, KY
    Bowling Green, KY
    Smiths Grove, KY
    Bowling Green, KY
    Bowling Green, KY
Other Businesses

Business Name: Texas Tech University Investment Related: No Address: 2500 Broadway, Lubbock, TX 79409 Nature of Business: Teaching, lecturing Title: Community Instructor Start Date: 8/15/2020 Hours per month: 20-40 Hours per month during trading hours 10-15 hours Duties: I teach students in the area of Financial Counseling and Consumer Credit and Personal Finance. Independent Insurance Agent Investment Related: Yes Licenses to sell life and health insurance Start Date: 4/12/2017 Hours per month: 0-5 Hours per month during trading hours: 0-5 Duties: Provide insurance options for clients and implement best suited option through purchase.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
S63 Uniform Securities Agent State Law Examination 2018-02-26
  • S66 Uniform Combined State Law Examination
    2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2018-02-26
Designations
Other Names
  • Jacklyn Brooke Grayson
  • Jacklyn Brooke Cassady
  • Jacklyn B Cassady

View on SEC IAPD

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