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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-24 |
| TX | RA | APPROVED | 2017-02-27 |
| KY | RA | APPROVED | 2015-03-09 |
| OH | RA | APPROVED | 2015-03-09 |
Branch Locations
809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011 • United States
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co Inc | Ft Wright | KY | 03/2015 | Present |
Name and Address: TL2 LLC 1017 Hamilton Rd Park Hills KY 41011 Start Date: 11/2018 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Owner/Member of LLC used for family property Non Investment Related Name and Address: Matthew Mangine Jr Foundation Inc 812 Johnstown Ct Union KY 41091 Start Date: 4/1/21 Hours Spent: 0-4 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Board Member Treasurer Non Investment Related Name/Address: Deaconess Associations Incorporated 615 Elsinore Place Suite 900 Cincinnati OH 45202 Start Date: 10/1/22 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: Investment Committee Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2005-07-08 |
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