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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-26 |
| TX | RA | APPROVED_RES | 2017-02-07 |
| WI | RA | APPROVED | 2009-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 12/2008 | Present |
Name/Address: Congregation Shalom 7630 N. Santa Monica Blvd Milwaukee WI 53217 Start Date: 7/1/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Endowment Chair Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-06 |
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