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Morgan S Bumbaugh

Robert W. Baird & Co. Incorporated

Nashville, TN

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-14
  • TN RA
    APPROVED
    Since 2025-01-14

Branch Locations

1600 West End Ave, Suite 1100, Nashville, TN 37203 • 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
Kpmg Nashville TN 06/2016 09/2017
Frasier, Dean & Howard, Pllc Nashville TN 09/2017 10/2017
Cherry Bekaert Llp Nashville TN 10/2017 12/2019
Southern Baptist Foundation Nashville TN 12/2019 03/2021
Cherry Bekaert Llp Nashville TN 03/2021 08/2024
Baird Nashville TN 08/2024 Present
  • 06/2016 → 09/2017
    Kpmg
    Nashville, TN
  • 09/2017 → 10/2017
    Frasier, Dean & Howard, Pllc
    Nashville, TN
  • 10/2017 → 12/2019
    Cherry Bekaert Llp
    Nashville, TN
  • 12/2019 → 03/2021
    Southern Baptist Foundation
    Nashville, TN
  • 03/2021 → 08/2024
    Cherry Bekaert Llp
    Nashville, TN
  • 08/2024 → Present
    Baird
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2025-01-13

View on SEC IAPD

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Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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