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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-25
  • OH RA
    APPROVED
    Since 2025-09-25

Branch Locations

4215 Worth Ave Suite 200, Columbus, OH 43219 • 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
Baird Columbus OH 06/2025 Present
Corient Columbus OH 06/2024 08/2024
Summit Financial Strategies Columbus OH 08/2023 12/2023
Croghan Colonial Bank Fremont OH 05/2023 08/2023
Ohio State University Columbus OH 08/2021 05/2025
Unemployed Clyde OH 08/2003 07/2021
  • 06/2025 → Present
    Baird
    Columbus, OH
  • 06/2024 → 08/2024
    Corient
    Columbus, OH
  • 08/2023 → 12/2023
    Summit Financial Strategies
    Columbus, OH
  • 05/2023 → 08/2023
    Croghan Colonial Bank
    Fremont, OH
  • 08/2021 → 05/2025
    Ohio State University
    Columbus, OH
  • 08/2003 → 07/2021
    Unemployed
    Clyde, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19

View on SEC IAPD

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