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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-10-03 |
| TX | RA | APPROVED | 2011-09-30 |
Branch Locations
2 Belvedere Place Suite 330, Mill Valley, CA 94941 • United States
1400 Rocky Ridge Drive Suite 250, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | San Francisco | CA | 09/2011 | Present |
Name/Address: Rental Property 349 N Ferndale Mill Valley CA 94941 Start Date: 6/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: Corner Gastrobar / 106 Throckmorton, Mill Valley, CA 94941 Start Date: 11/20/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Limited Partner Non-Investment Related Name/Address: Mill Valley Community Golf Board Member 280 Buena Vista Ave Mill Valley CA 94941 Start Date: 7/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-22 |
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