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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-16 |
| TX | RA | APPROVED | 2018-07-13 |
Branch Locations
550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Arlington | TX | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Arlington | TX | 11/2016 | 07/2018 |
| Robert W Baird & Co., Incorporated | Fort Worth | TX | 07/2018 | Present |
Name/Address: Fort Worth Delta Delta Delta Alumnae Charities 5336 Collinwood Ave Ft Worth TX 76107 Start Date: 1/1/15 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related Name/Address: ANYCB LLC 322 Martinez St San Antonio TX 78205 Start Date: 10/2020 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member. Used for rental property Non Investment Related Name/Address: H2ALL 824 Lincoln Ave, #4 Steamboat Springs CO 80487 Start Date: 10/1/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
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