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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-16 |
Branch Locations
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. | Fort Worth | TX | 02/2015 | 08/2025 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 08/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 08/2025 | Present |
1.) BV PRIVATE WEALTH - 8/15/25 - 801 Cherry Street, Suite 2250, Fort Worth, TX 76102 - Founder/Managing Partner/Financial Advisor, Financial Advisor, Invt Rel, IAR/RIA, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-14 |
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