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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-07-23
TX RA APPROVED 2020-06-08
ID RA APPROVED 2019-05-31
WA RA APPROVED 2014-11-07
  • MT RA
    APPROVED
    Since 2025-07-23
  • TX RA
    APPROVED
    Since 2020-06-08
  • ID RA
    APPROVED
    Since 2019-05-31
  • WA RA
    APPROVED
    Since 2014-11-07

Branch Locations

601 West Riverside Suite 1710, Spokane, WA 99201 • United States

Troy, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird & Co. Incorporated Spokane WA 11/2014 Present
Previous Registrations
  • 2012-05-11 → 2014-11-07
    Mcadams Wright Ragen, Inc.
    Spokane, WA
  • 2011-01-03 → 2012-05-15
    Coeur D'ALene, ID
    Hayden Lake, ID
    Saint Maries, ID
    Coeur D Alene, ID
    Spokane, WA
    Coeur D'ALene, ID
  • 2006-09-15 → 2011-01-03
    Wells Fargo Investments, Llc
    Spokane, WA
    Coeur D Alene, ID
    Saint Maries, ID
    Coeur D'ALene, ID
    Coeur D'ALene, ID
    Hayden Lake, ID
  • 2003-04-08 → 2006-09-28
    Coeur Dalene, ID
    Coeur D'ALene, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-29
S63 Uniform Securities Agent State Law Examination 1994-09-15
  • S65 Uniform Investment Adviser Law Examination
    1994-11-29
  • S63 Uniform Securities Agent State Law Examination
    1994-09-15

View on SEC IAPD

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