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John Peter Orsi

Robert W. Baird & Co. Incorporated

Allen, TX

West Palm Beach, FL

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-12
FL RA APPROVED 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2024-09-12
  • FL RA
    APPROVED
    Since 2022-01-10

Branch Locations

Allen, TX • United States

777 South Flagler Drive Suite 1401, West Palm Beach, FL 33401 • 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
Wells Fargo Advisors Llc West Palm Beach FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc West Palm Beach FL 11/2016 01/2022
Robert W. Baird & Co Inc West Palm Beach FL 01/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    West Palm Beach, FL
  • 11/2016 → 01/2022
    Wells Fargo Clearing Services, Llc
    West Palm Beach, FL
  • 01/2022 → Present
    Robert W. Baird & Co Inc
    West Palm Beach, FL
Previous Registrations
  • 2008-01-01 → 2022-01-18
    Wells Fargo Clearing Services, Llc
    Palm Beach, FL
  • 1994-07-18 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    West Palm Beach, FL
    St. Louis, MO
    Lake Worth, FL
Other Businesses

TRUSTEE FOR PARENTS, INV RELATED, WEST PALM BEACH, FL, START: 7/2013, 1 HOUR PER MONTH/0 DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-26
  • S63 Uniform Securities Agent State Law Examination
    1992-05-26
Other Names
  • John P Iii Orsi

View on SEC IAPD

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