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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-19 |
| TX | RA | APPROVED_RES | 2019-12-05 |
| NC | RA | APPROVED | 2019-10-18 |
Branch Locations
79 Woodfin Place Suite 100, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Ashville | NC | 03/2009 | 05/2018 |
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 05/2018 | Present |
| Robert W. Baird & Co. Incorporated | Asheville | NC | 10/2019 | Present |
SERVING AS A DIRECTOR AT CANE CREEK CYCLING COMPONENTS. SERVE ON THE BOARD OF DIRECTORS 355 CANE CREEK ROAD.FLETCHER, NC 28732 BEGAN 09/01/2015.NON INVESTMENT RELATED. 2 HRS PER MONTH DURING BUSINESS HRS. ADVISE ON CORPORATE STRATEGY. FIRST 79 LLC, PASSIVE INVESTOR, COMMERICAL REAL ESTATE, START DATE 03/02/2018, 00 HRS/MO, 0 HRS/MOTRADING. Name/Address: LCB Ventures 3016 Locust Grove Rd Hendersonville NC 28792 Start Date: 4/18/18 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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