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CRD 2377425
Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-25 |
| TX | RA | APPROVED_RES | 2017-02-10 |
| AZ | RA | APPROVED | 2016-04-19 |
| CA | RA | APPROVED | 2015-09-14 |
| IN | RA | APPROVED | 2007-12-18 |
Branch Locations
2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • United States
14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States
San Diego, CA • United States
15211 N Kierland Blvd, Ste 300, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird Co. Inc. | Phoenix | AZ | 12/2007 | Present |
Name/Address: DVM360 2 Clarke Dr. STE 100 Cranberry Township NJ 08512 Start Date: 12/2/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Faculty Educator Non Investment Related Name/Address: Face Foundation 10505 Sorrento Valley Road, Suite 175 San Diego CA 92121 Start Date: 3/8/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member; Finance Committee; Treasurer Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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