Gayle N Logan

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Robert W. Baird & Co. Incorporated

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2012-03-12
TX	RA	APPROVED	2012-03-01

FL RA
APPROVED

Since 2012-03-12
TX RA
APPROVED

Since 2012-03-01

Branch Locations

2 North Tamiami Trail 1200, Sarasota, FL 34236 • United States

Sarasota, FL • 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

Organization	City	State	From	To
Robert W. Baird & Co.	Sarasota	FL	03/2012	Present

03/2012 → Present

Robert W. Baird & Co.

Sarasota, FL

Previous Registrations

2008-01-01 → 2012-03-02

Wells Fargo Clearing Services, Llc

Sarasota, FL
2005-10-14 → 2008-01-01

A. G. Edwards & Sons, Inc.

Sarasota, FL

St. Louis, MO

St. Louis, MO

Other Businesses

100%OWNERSHIP - RENTAL PROPERTY, 2465 BRIAR OAK CIR and 2504 S Milmar Dr, SARASOTA, FL 34232. DUTIES: OWNER OF PROPERTY; COLLECT RENT. Name: Rental Property. Non-investment related. Start date: Nov 30 2018 Address: 2657 Cheryle Lane, Sarasota FL 34237 Responsibilities: Find tenants, maintain house, collect rent Minimal time spent, none during training hours. Name/Address: Sunset Property Rentals - Briar LLC / 2868 Grazeland Dr Sarasota, FL 34240 Start Date: 5/12/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Owner of Rental Property Non Investment Related Name/Address: Sunset Property Rentals - Cheryle LLC / 2868 Grazeland Dr, Sarasota, FL 34240 Start Date: 5/12/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Owner of Rental Property Non Investment Related Name/Address: Sunset Property Rentals - Milmar LLC / 2868 Grazeland Dr, Sarasota, FL 34240 Start Date: 5/12/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Owner of Rental Property Non Investment Related Name/Address: Sunset Property Rentals - PratherLLC / 2868 Grazeland Dr, Sarasota, FL 34240 Start Date: 5/12/2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Owner of Rental Property Non Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-10-12

S66 Uniform Combined State Law Examination

2005-10-12

Other Names

Gayle Elizabeth Norris-Sumrow
Gayle Elizabeth Sumrow
Gayle Elizabeth Norris

View on SEC IAPD