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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-03 |
| FL | RA | APPROVED | 2017-10-25 |
| IN | RA | APPROVED | 2005-09-27 |
| WI | RA | APPROVED | 2005-09-27 |
Branch Locations
1700 Silverbrook Drive; Second Floor, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | West Bend | WI | 05/2005 | Present |
Name/Address: Threshold Foundation Start date: 12/1/19 Hours spent: 2 per month Hours spent during trading Hours: 1 per month Role/Responsibility: My role would be a director on the Foundation Board. I would have no role in managing the assets of the foundation. I would be an acting director overseeing the management and distribution of assets of the Foundation. Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-12 |
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