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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-15 |
| AZ | RA | APPROVED | 2016-04-27 |
| IN | RA | APPROVED | 2014-09-25 |
Branch Locations
14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Scottsdale | AZ | 09/2013 | Present |
NAME: Scottsdale Design Co. INVESTMENT-RELATED: No. ADDRESS: 9117 E. Gelding Drive Scottsdale, AZ 85260. NATURE OF BUSINESS: LLC. ROLE: Officer. START DATE: 02/2017. APPRX # OF HOURS DEVOTED: 10-20 hours week, mostly done on the weekends or afternoon. APPRX # OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: Maybe a handful of days per year if there is some sort of furniture/trade show. DUTIES IN ROLE: Is a woodworking side business. Side hobby for over a year now, mostly building furniture for ourselves and sometimes if a friend/family needs something. Name/Address: Koalaty Tees 6316 E. Dixileta Drive Cave Creek AZ 85331 Start Date: 11/15/22 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member. Screen printing company Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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