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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-13 |
Branch Locations
945 Bunker Hill Rd Suite 300, Houston - Memorial City, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2013 | 03/2018 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2014 | 03/2018 |
| Robert W Baird & Co., Incorporated | Houston | TX | 03/2018 | Present |
1) Name: Rental Property; Not investment-related; Address: 10326 Emerald Trail, Houston, TX 77073; Nature: Rental Property; Role: Owner; Start Date: 8/2008; Appx hrs: 1 hour per month; Hrs during trading: 0; Duties: Landlord, collecting rent, pay mortgage, property maintenance. 2) Name: Rental Property; Not investment-related; Address: 1430 Oxberg Trail, Houston, TX 77073; Nature: Rental Property; Role: Owner; Start Date: 8/2008; Appx hrs: Less than 1 hour per month; Hrs during trading: 0; Duties: Landlord, collecting rent, pay mortgage, property maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-15 |
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