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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2017-08-18 |
| TX | RA | APPROVED_RES | 2016-11-01 |
| NC | RA | APPROVED | 2010-05-21 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
Charlotte, NC • United States
Anderson, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co. Inc. | Charlotte | NC | 05/2010 | Present |
JWF4,LLC 1410 Abbey Place, #011 Charlotte, NC 28209 Non-investment related, rental/investment real estate. Role- proprieter, started June 26, 2018 Time spent- 1 hour per week, none during market hours, working with son on rental/investment real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-18 |
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