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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-01 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keane Capital Partners | Charlotte | NC | 01/2015 | 04/2019 |
| Robert W. Baird | Charlotte | NC | 06/2021 | Present |
| Unemployed | Charlotte | NC | 05/2019 | 05/2021 |
Name and Address: Myers Park High School Foundation 338 S. Sharon Amity Rd Box 228 Charlotte NC 28211 Start Date: 1/1/2019 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Secretary of the board and on the finance committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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