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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-06 |
| TX | RA | APPROVED | 2016-12-02 |
Branch Locations
777 South Flagler Drive Suite 1401, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2009 | 12/2016 |
| Robert W. Baird | West Palm Beach | FL | 12/2016 | Present |
Name/Address: Temple Beth Torah / 900 Wellington Trace Blvd, Wellington, FL 33411 Start Date: 10/1/2023 Hours Spent: 0-6 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member and Investment Committee member Investment Related Name/Address: The Arc of Palm Beach County Start Date: 7/1/24 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member and Investment Committee Investment Related Name/Address: Oakmont Village HOA Annadale Circle Royal Palm Beach FL 33411 Start Date: 1/1/11 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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