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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 | 2023-01-26 |
| WI | RA | APPROVED | 2019-10-28 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Madison | WI | 07/2019 | Present |
| Cuna Mutual Group | Madison | WI | 05/2017 | 07/2019 |
| Cuna Mutual Group | Madison | WI | 02/2014 | 06/2017 |
Name/Address: Madison Public School Foundation, INC / 2005 W Beltline Hwy Suite 203, Madison, WI Start Date: 09/05/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member on Investment Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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