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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-10 |
| CO | RA | APPROVED | 2018-08-28 |
| TX | RA | APPROVED | 2018-08-28 |
Branch Locations
1301 Canyon Blvd Suite 220, Boulder, CO 80302 • United States
Santa Rosa Beach, FL • 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 | Boulder | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 11/2016 | 08/2018 |
| Robert W Baird & Co., Incorporated | Boulder | CO | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-11 |
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