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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-07 |
Branch Locations
945 Bunker Hill Rd Suite 300, Houston - Memorial City, TX 77024 • United States
208 Parking Way, Lake Jackson, TX 77566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co. | Houston | TX | 01/2015 | Present |
NAME & ADDRESS: Alvin Community College Foundation 3100 Mustang Road Alvin, TX 77511 NATURE OF ENTITY: Alvin Community College Foundation has helped approx. 1,000 students with scholarships made possible through generous donations from individuals, families, and businesses. RESPONSIBILITIES IN ROLE: In addition to overseeing investments, the board functions to administer scholarships, determine enrichment projects and select award recipients HOURS DEVOTED: 10-12 hours per year mostly after hours NAME & ADDRESS: W-Diamond Cattle Company PO Box 153 Danbury, TX 77534 NATURE OF ENTITY: Growing and selling agricultural products, including crops and cattle RESPONSIBILITIES IN ROLE: Duties are to oversee the successful implementation and management of the company HOURS DEVOTED: 1 hour per month Name/Address: Danbury Independent School District 5611 Panther Drive Danbury TX 77534 Start Date: 2/14/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: School Board Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
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