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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-23 |
| TN | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2021-06-16 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Franklin | TN | 06/2009 | 09/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2020 |
| Robert W. Baird & Co Inc | Franklin | TN | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) WETSWERD PROPERTIES A DIVISION OF WETSWERD HOLDINGS LLC. REAL ESTATE INVESTMENTS. TN. MANAGING MEMBER. START DATE 2006. 0 HOURS PER WEEK DURING OR OUTSIDE SECURITIES TRADING HOURS** 2) WETSWERD MOTOR CARS A DIVISION OF WETSWERD HOLDINGS LLC. TN. TENNESSEE MOTOR VEHICLE DEALERSHIP. DEALER. 0 HOURS PER WEEK DURING SECURITIES TRADING HOURS, 2-5 HOURS PER WEEK OUTSIDE TRADING HOURS** 3) WETSWERD HOLDINGS. COLUMBIA, TN. FAMILY REAL ESTATE INVESTMENTS, USED CAR DEALERSHIP. MANAGING PARTNER/TN MOTOR VEHICLE DEALER. 10-15 HOUR PER MONTH OUTSIDE SECURITIES TRADING HOURS, 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS** 5.Industrial Development Board of Maury County; Investment related No; Government / Municipality / Political ; Member (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 0.25 *397582 - Estate Administration (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2020; During Business Hours: 0; After Business Hours: 0. Name/Address: Gold Coast Shipping Company LLC 1211 Woodland Crossing Columbia TN 38401 Start Date: 9/4/20 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Member/Owner/Landlord Non Investment Related Name/Address: Graymere Country Club, 2100 Country Club Lane, Columbia, TN 38401 Start Date: 3/23/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Member of Board of Directors Not Investment Related Name/Address: Binpark Property Management,LLC, 2314 Country Club Lane, Columbia, TN 38401 Start Date: 4/30/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Managing Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-17 |
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