Best Investors Account Sign in
Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-05
VA RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05
  • VA RA
    APPROVED
    Since 2024-09-05

Branch Locations

12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States

211 N Union Street Suite 240, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 11/2006 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 12/2020
Financial Engines Advisors L.L.C. Santa Clara CA 12/2020 09/2024
Baird Fairfax VA 09/2024 Present
  • 11/2006 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 12/2020
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 12/2020 → 09/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2024 → Present
    Baird
    Fairfax, VA
Previous Registrations
  • 2018-11-01 → 2024-10-03
    Alexandria, VA
    Sunnyvale, CA
  • 2006-11-10 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Alexandria, VA
  • 2005-03-15 → 2006-10-06
    Chevy Chase Financial Services
    Bethesda, MD
    Bethesda, MD
    Bethesda, MD
  • 2004-07-15 → 2005-02-09
    Truist Investment Services, Inc.
    Vienna, VA
  • 2001-04-20 → 2004-07-14
    Banc Of America Investment Services, Inc.
    Alexandria, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-28
S65 Uniform Investment Adviser Law Examination 1996-04-25
  • S63 Uniform Securities Agent State Law Examination
    2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    1996-04-25
Other Names
  • Jr Reynard
  • Darrell Reynard

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfax, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor