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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| FL | RA | APPROVED | 2018-12-06 |
| NC | RA | APPROVED | 2013-02-15 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Charlotte | NC | 02/2013 | Present |
NAME AND ADDRESS: RANDALL B. TERRY FOUNDATION, 1912 EAST CHESTER DRIVE HIGH POINT, NC 27265; Investment-related; Nature: Charitable; Role: Investment committee chairman; Start Date: 1/1/2008; Appx hrs: 20-30 hours per year; Hrs during trading: normally none; Duties: Attend investment committee meetings and discuss investments with the trustees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-05 |
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