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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-12 |
| OH | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED | 2019-10-18 |
Branch Locations
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
Wyoming, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard, Wl Lyons, Llc | Cincinnati | OH | 03/2012 | Present |
| Robert W. Baird & Co. Incorporated | Cincinnati | OH | 10/2019 | Present |
ISAAC WISE TEMPLE, 8329 RIDGE ROAD, CINCINNATI, OH 45236, START DATE 1995, SUBSTITUTE TEACHER AT WISE TEMPLE RELIGIOUS SCHOOL FOR 20+ YEARS,16-40 HRS/MO, 0 HRS/MO TRADING. Name/Address: Jewish Federation of Cincinnati / 8499 Ridge Road, Cincinnati, OH 45236 Start Date: 2/1/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member and Investment Committee member Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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