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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-02 |
| TX | RA | APPROVED_RES | 2016-11-15 |
| MI | RA | APPROVED | 2010-02-01 |
| IL | RA | APPROVED | 2010-01-12 |
Branch Locations
1001 Bay St, Traverse City, MI 49684 • United States
Frankfort, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Ann Arbor | MI | 01/1999 | Present |
| Frankfort Elberta Public Schools | Frankfort | MI | 08/2017 | Present |
Name: Frankfort Elberta Public Schools; Not investment-related; Address: 534 11th Street, Frankfort, MI 49365-0593; Nature: Educational; Role: Coach; Start Date: 8/7/2017; Appx hrs: 12 hours a week; Hrs during trading: 10-12 hours a week; Duties: Coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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