Xochitl Janeth Corona Russell

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Robert W. Baird & Co. Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-07-25
WA	RA	APPROVED	2022-11-14

TX RA
APPROVED

Since 2023-07-25
WA RA
APPROVED

Since 2022-11-14

Branch Locations

Austin, TX • United States

601 Union Street, Suite 4700, Seattle, WA 98101 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert W Baird	Seattle	WA	02/2020	Present
Central Texas Valet, Llc	Austin	TX	12/2017	02/2020
Unemployed	Las Vegas	NV	08/2016	07/2017
Private Family	Las Vegas	NV	07/2017	12/2017

02/2020 → Present

Robert W Baird

Seattle, WA
12/2017 → 02/2020

Central Texas Valet, Llc

Austin, TX
08/2016 → 07/2017

Unemployed

Las Vegas, NV
07/2017 → 12/2017

Private Family

Las Vegas, NV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-12

S66 Uniform Combined State Law Examination

2022-11-12

Other Names

Janeth Russell
Xochitl J Corona Russell

View on SEC IAPD