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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-21 |
| TX | RA | APPROVED | 2010-08-10 |
Branch Locations
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Fort Worth | TX | 08/2010 | Present |
Name/Address: 3 B Cubed 11608 Northview Dr. Aledo TX 76008 Start Date: 9/12/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property owner Non Investment Related Name/Address: CPX 8235 Douglas Ave, Suite 1100 Dallas TX 75225 Start Date: 1/4/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board/Committee Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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