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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-19 |
| SC | RA | APPROVED | 2011-02-10 |
Branch Locations
25 Calhoun Street Suite 200, Charleston, SC 29401 • 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 |
|---|---|---|---|---|
| Robert W. Baird & Co. Inc. | Charleston | SC | 02/2011 | Present |
The French Protestant Huguenot Church of Charleston; Yes-Investment-Related; 44 Queen Street, Charleston, SC 29401; Non-profit, Religious; Board Member; Start Date: 4/1/17; Appx hrs/month: 1/week; Hrs during trading: 0; Member of board which runs the church. There's an endowment so we will discuss the investment of that from time to time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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