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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-07-22
  • OR RA
    APPROVED
    Since 2020-07-22

Branch Locations

5400 Meadows Rd Ste 300, Lake Oswego, OR 97035 • United States

Portland, OR • 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
Robert W. Baird & Co. Milwaukee WI 02/2020 Present
Standard Insurance Portland OR 06/2019 02/2020
M Financial Group Portland OR 09/2013 06/2019
  • 02/2020 → Present
    Robert W. Baird & Co.
    Milwaukee, WI
  • 06/2019 → 02/2020
    Standard Insurance
    Portland, OR
  • 09/2013 → 06/2019
    M Financial Group
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-20
  • S66 Uniform Combined State Law Examination
    2020-07-20

View on SEC IAPD

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