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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-05 |
| WI | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Dallas | TX | 10/2014 | 06/2024 |
| Northwestern Mutual Life Insurance Company | Dallas | TX | 06/2024 | 11/2024 |
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 09/2024 | 11/2024 |
| Baird | Dallas | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-17 |
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