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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED_RES | 2019-07-12 |
| MI | RA | APPROVED | 2010-02-01 |
| IN | RA | APPROVED | 2009-03-20 |
Branch Locations
333 Bridge St Nw Ste 1000, Grand Rapids, MI 49504 • United States
Norton Shores, MI • United States
85 E Eighth Street Suite 350, Holland - Downtown, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Holland | MI | 12/2008 | Present |
Name/Address: Muskegon Catholic Central Foundation Investment Committee, 1145 W Laketon Ave Muskegon MI 49441 Start date: 5/7/19 Hours spent:25 hours per year Hours spent during trading Hours: 25 hours year Role/Responsibility: Board Member; Investment committee reviews Investment policy statement to ensure advisor is managing to goals. Any recommendation by Investment committee gets sent to School/Foundation board and they vote on any action. Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-25 |
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