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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED_RES | 2026-06-22 |
| MN | RA | APPROVED | 2026-06-18 |
Branch Locations
7650 Edinborough Way Suite 300, Edina, MN 55435 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Minneapolis | MN | 03/2008 | 06/2026 |
| City National Bank | Minneapolis | MN | 10/2016 | 12/2018 |
| Robert W. Baird & Co., Incorporated | Edina | MN | 06/2026 | Present |
(1) RENTAL PROPERTY; ADDRESS: 3908 28 AVE S MPLS, MN 55407; BUSINESS DESCRIPTION: RENTAL PROPERTY; NOT INVESTMENT RELATED; START DATE: 06/01/2004; CAPACITY: OWNER-ACTIVE; DUTIES: SCREEN TENANTS AND MAINTAIN PROPERTY; HOURS DEVOTED PER WEEK: .50; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) GIVEMN; ADDRESS: 101 FIFTH STREET EAST, SUITE 2400, ST. PAUL MN, 55101; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 02/01/2017; CAPACITY: BOARD OF DIRECTORS; DUTIES: DEVELOPING NEW WAYS TO GROW PHILANTHROPY AND GIVE BACK TO MN; HOURS DEVOTED PER WEEK: 01; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE; (3) Name of Business/Entity: The Roosevelt Institute Address: 570 Lexington Avenue New York, NY 10022 Business is not Investment Related: Business Description: Women's Business Networking Organization Capacity: Board of Directors State Date: 09/11/2019 Duties: I will provide governance for the board, as well as assist with fundraising. Hours Devoted per month: 2 Hours Devoted during securities hours per month: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-24 |
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