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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-20 |
| TX | RA | APPROVED_RES | 2020-07-14 |
| IN | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Evansville | IN | 03/1995 | Present |
| Robert W. Baird & Co. Incorporated | Evansville | IN | 10/2019 | Present |
WATERFRONT LAKE ASSOCIATION,PRESIDENT, 3122 NORTH LAKE COURT, NEWBURGH, IN 47630, START DATE IS 04/01/2016, WIFE AND I PAY UTILITY BILLS FOR FOUNTAINS/LIGHTS AND LAKE MAINTENANCE. ANNUAL BUDGET IS $5000., 1 HR/MO, 0 HRS/M TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-19 |
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