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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2021-09-08 |
| KY | RA | APPROVED | 2021-07-12 |
Branch Locations
100 W Main St Suite 500, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pandora Media, Inc. | Oakland | CA | 09/2010 | 04/2018 |
| Blend Labs, Inc. | San Francisco | CA | 05/2018 | 02/2020 |
| Tempur-Sealy, Inc. | Lexington | KY | 03/2020 | 03/2021 |
| R.W. Baird | Lexington | KY | 04/2021 | Present |
Name/Address: Providence Montessori School 1208 Texaco Rd Lexington KY 40507 Start Date: 9/10/20 Hours Spent: 6-10 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board President Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
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