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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2021-06-12 |
| WV | RA | APPROVED | 2019-10-18 |
Branch Locations
200 Association Drive Suite 100, Charleston - Northgate, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 05/2016 | Present |
| Robert W. Baird & Co. Incorporated | Charleston | WV | 10/2019 | Present |
2) WEST VIRGINIA SOCIETY OF CPAs, PROFESSIONAL AFFILIATE MEMBER, ATTEND MEETINGS TO LEARN ABOUT UPDATED TAX LAWS AND TO NETWORK WITH CPAS AND OTHER INDUSTRY PROFESSIONALS, 900 LEE ST E, STE 1201, CHARLESTON, WV, 25301, STATE DATE 11/15/2016, 1 HR/MO, 0 HRS/MO TRADING 3) YWCA CHARLESTON WV, COMMUNITY MEMBER, INVESTMENT COMMITTEE, START DATE 02/17/2017, 1426 KANAWHA BLVD E, CHARLEWTON, WV 25301, VOLUNTEER, SIT ON A COMMITTEE TO DISCUSS WAYS ENDOWMENTS ARE MANAGED, NOT GIVING ANY INDIVIDUAL STOCK ADVICE OR ACTING AS BROKER, 1 HR/MO, 1 HR/MO TRADING HOURS. 5)CLAY CENTER, BOARD MEMBER, 1 CLAY SQUARE, CHARLESTON, WV 25301,INVESTMENT COMMITTEE-MEETS QTLY TO DISCUSS INVESTMENT PERFORMANCE AND ENDOWMENT,START DATE 01/01/2018,1 HR/QTR, 0 HRS/MO TRADING. 6)TRINITY EVANGELICAL LUTHERAN CHURCH, BOARD MEMBER AS TREASURER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-19 |
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