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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| KY | RA | APPROVED | 2019-10-18 |
Branch Locations
1925 Frederica Street; Suite 100, Owensboro, KY 42301 • United States
Owensboro, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Owensboro | KY | 08/2011 | Present |
| Robert W. Baird & Co. Incorporated | Owensboro | KY | 10/2019 | Present |
Name/Address: Brescia University Investment Committee 717 Frederica Street Owensboro KY 42301 Start Date: 2/16/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member; Endowment Fund Investment Related Name/Address: 4200 Homeowners Association, Inc / 1780 Celebration Circle, Owensboro, KY 42303 Start Date: 5/31/24 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Investment Related Name/Address: Boulware Mission 609 Wing Ave Owensboro KY 42303 Start Date: 6/3/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-02 |
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