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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED_RES | 2024-04-30 |
Branch Locations
300 University Avenue Suite 200, Sacramento, CA 95825 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sacramento | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | 04/2024 |
| Robert W Baird | Sacramento | CA | 04/2024 | Present |
RENTAL PROPERTY; INV RELATED; SAN FRANCISCO, CA; 100% OWNERSHIP; START 10/01/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-23 |
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