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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-09 |
| FL | RA | APPROVED | 2018-08-17 |
| WI | RA | APPROVED | 1994-11-23 |
Branch Locations
1245 Corporate Center Drive, Oconomowoc, WI 53066 • United States
Oconomowoc, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Oconomowoc | WI | 09/1994 | Present |
Name/Address: CGS Capital LLC W393N5988 Mary Ln Oconomowoc WI 53066 Start Date: 6/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: BCGS Capital LLC / 3 Shelter Cove Ln Apt 7443, Hilton Head, SC 29928 Start Date: 9/20/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: owner/landlord Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-24 |
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