Best Investors Account Sign in

James Woodbury Perkins

Robert W. Baird & Co. Incorporated

Hailey, ID

Lake Oswego, OR

Claim This Profile
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-15
TX RA APPROVED_RES 2016-10-21
OR RA APPROVED 2014-11-07
  • ID RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED_RES
    Since 2016-10-21
  • OR RA
    APPROVED
    Since 2014-11-07

Branch Locations

Hailey, ID • United States

5400 Meadows Rd Ste 300, Lake Oswego, OR 97035 • 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 Portland OR 11/2014 Present
Previous Registrations
  • 2010-05-27 → 2014-11-07
    Mcadams Wright Ragen, Inc.
    Portland, OR
    Portland, OR
Other Businesses

HERBERT TEMPLETON FOUNDATION; TRUSTEE ON THE FOUNDATION BOARD; 2 YEAR TERM

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1995-03-03
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1995-03-03

View on SEC IAPD

More in Hailey, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor