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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-30 |
| CO | RA | APPROVED | 2015-11-06 |
Branch Locations
200 Grand Ave Suite 300, Grand Junction, CO 81501 • United States
210 University Boulevard Ste 800, Denver, CO 80206 • United States
Grand Junction, CO • United States
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 | Grand Junction | CO | 11/2015 | Present |
2) Western Colorado Community Foundation; Yes-investment-related; 225 N 5th St., Ste 505; Grand Junction, CO 81502; Charitable, Non-Profit, Foundation; Board Member; Start Date: 5/9/2017; Appx hrs/month: Quarterly meetings (3 hours each). Hrs during trading: All; Set strategic direction, goals & objectives for the organization. Hire & monitor the performance of the Ex Dir. Approval annual budget. Ensure proper stewardship of donations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
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