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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-10-25 |
| TX | RA | APPROVED | 2016-10-24 |
Branch Locations
819 Sw Federal Highway Suite 103, Stuart, FL 34994 • United States
777 South Flagler Drive Suite 1401, West Palm Beach, FL 33401 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2009 | 10/2016 |
| Robert W. Baird & Co. Incorporated | Stuart | FL | 10/2016 | Present |
NAME: Rental Properties. INVESTMENT-RELATED: No. ADDRESS: 6555 Chasewood Dr E Jupiter, FL 33458 & 3211A Gardens East Drive Palm Beach Gardens FL 33410. NATURE OF BUSINESS: Rental Property. POSITION: Owner. START DATE: 04/2012. APPRX # OF HOURS DEVOTED: My wife spends 1-3 hours per month, none during securities trading hours. DUTIES IN ROLE: Passive.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
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