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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-03-20
WI RA APPROVED 2024-03-20
  • KY RA
    APPROVED
    Since 2024-03-20
  • WI RA
    APPROVED
    Since 2024-03-20

Branch Locations

100 W Main St Suite 500, Lexington, KY 40507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Centerville OH 11/2021 02/2024
Primerica Financial Services Centerville OH 03/2021 02/2024
Fayette County Public Schools Lexington KY 08/2015 12/2023
The Skillville Group Louisville KY 12/2005 12/2022
Robert W. Baird & Co. Incorporated Milwaukee WI 02/2024 Present
  • 11/2021 → 02/2024
    Pfs Investments Inc.
    Centerville, OH
  • 03/2021 → 02/2024
    Primerica Financial Services
    Centerville, OH
  • 08/2015 → 12/2023
    Fayette County Public Schools
    Lexington, KY
  • 12/2005 → 12/2022
    The Skillville Group
    Louisville, KY
  • 02/2024 → Present
    Milwaukee, WI
Other Businesses

Name/Address: Southland Christian Church, 2349 Richmond Rd, Lexington, KY 40502 Start Date: 7/12/2026 Hours Spent: 16+ per month; During Trading Hours: 0-3 per month Role/Responsibility: Producer Not Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2022-01-21
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2022-01-21
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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