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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-20 |
| TX | RA | APPROVED | 2017-06-21 |
| NC | RA | APPROVED | 2009-07-13 |
| NJ | RA | APPROVED | 2009-07-01 |
| PA | RA | APPROVED | 2009-06-16 |
Branch Locations
4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States
Philadelphia, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | West Conshohocken | PA | 06/2009 | Present |
Name: Winning at Retirement 886 Parkwood Road Blue Bell PA 19422 Type: Self- book, not investment related Role: Partner Start: 9/26/18 Hours: 4hrs/month, none during market Responsibilities: Managing website and managing Facebook ads for the book. Name and Address: Mt. Saint Joseph Academy 120 W Wissahickon Ave Flourtown PA 19031 Start Date: 3/1/21 Hours Spent: 0-1 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Board Member; Investment Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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