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Preston L Daniells

Robert W. Baird & Co. Incorporated

Grass Valley, CA

Roseville, CA

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-08
TX RA APPROVED_RES 2018-09-17
MT RA APPROVED 2018-04-23
HI RA APPROVED 2012-01-05
CA RA APPROVED 2011-11-22
  • FL RA
    APPROVED
    Since 2022-02-08
  • TX RA
    APPROVED_RES
    Since 2018-09-17
  • MT RA
    APPROVED
    Since 2018-04-23
  • HI RA
    APPROVED
    Since 2012-01-05
  • CA RA
    APPROVED
    Since 2011-11-22

Branch Locations

360 Sierra College Drive Suite 200, Grass Valley, CA 95945 • United States

1400 Rocky Ridge Drive Suite 250, Roseville, CA 95661 • 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 Grass Valley CA 09/2011 Present
  • 09/2011 → Present
    Robert W. Baird
    Grass Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-19
S63 Uniform Securities Agent State Law Examination 2006-05-25
  • S65 Uniform Investment Adviser Law Examination
    2011-11-19
  • S63 Uniform Securities Agent State Law Examination
    2006-05-25

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · GRASS VALLEY, CA
OSTROFE FINANCIAL CONSULTANTS INC · GRASS VALLEY, CA
SCINTO GROUP LLP · GRASS VALLEY, CA
LPL FINANCIAL LLC · GRASS VALLEY, CA
SCINTO GROUP LLP · GRASS VALLEY, CA
PROSPERITY CAPITAL ADVISORS · Grass Valley, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRASS VALLEY, CA
WELLS FARGO CLEARING SERVICES, LLC · GRASS VALLEY, CA

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