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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-20 |
| TX | RA | APPROVED_RES | 2017-04-27 |
| VA | RA | APPROVED | 2010-01-08 |
Branch Locations
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 & Co. | Lynchburg | VA | 01/2010 | Present |
Hill City Investment Club; Yes-Investment- Related; PO Box 6320, Lynchburg, VA, 24505; Investment Club; Investment Club member; Start Date: 1995; Appx hrs/month: 30 mins a year; Hrs during trading; 0; We are 1/12th member. Name/Address: Lynchburg Academy of Arts 600 Main St Lynchburg VA 24504 Start Date: 07/01/2019 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Investment Related Role/Responsibility: Board Member; Endowment Committee Name/Address: Duneridge HOA 2400 N Lumina Ave Wrightsville Beach NC 28480 Start Date: 10/1/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: HOA Board Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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