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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-21
  • OR RA
    APPROVED
    Since 2025-05-21

Branch Locations

5400 Meadows Rd Ste 300, Lake Oswego, OR 97035 • 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
First Republic Bank Now Part Of Jpmorgan Chase Portland OR 09/2019 07/2024
Chase Bank Portland OR 06/1998 08/2019
Baird Lake Oswego OR 09/2024 Present
  • 09/2019 → 07/2024
    First Republic Bank Now Part Of Jpmorgan Chase
    Portland, OR
  • 06/1998 → 08/2019
    Chase Bank
    Portland, OR
  • 09/2024 → Present
    Baird
    Lake Oswego, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
  • S66 Uniform Combined State Law Examination
    2025-05-20

View on SEC IAPD

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