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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-05 |
| FL | RA | APPROVED | 2018-08-17 |
| TX | RA | APPROVED_RES | 2016-10-21 |
| WI | RA | APPROVED | 2007-07-10 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • United States
Middleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Madison | WI | 07/2007 | Present |
Name/Address: Gilda's Club Madison 7907 UW Health Ct. Middleton WI 53562 Start date: 1/1/20 Hours spent: 3 hours/month Hours spent during trading hours: 1 hour/month Role/Responsibility: Active Board Member making decisions for fundraising events, use of capital spend, programming efforts, marketing in the community Investment-related Name/Address: The BS Group LLC 4413 Tokay Blvd Madison WI 53717 Start Date: 10/15/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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