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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-11-19 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Waukesha, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Milwaukee | WI | 01/2013 | Present |
Name/Address: Sales and Marketing Education Foundation / W333 N175 Glen Oaks Drive Start Date: 8/30/2017 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: In this role I am primarily used as an advocate for Wisconsin DECA, specifically in Milwaukee Public Schools. While investment related activity is discussed, the President handles all financial activity. Again, my role is to discuss Milwaukee-area opportunities for high school business students to go through leadership training and compete in DECA-related activities for their own personal development. Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
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