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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-15 |
| TX | RA | APPROVED_RES | 2016-11-01 |
| OH | RA | APPROVED | 2016-10-28 |
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 |
|---|---|---|---|---|
| Merrill Lynch | Akron | OH | 08/2000 | 10/2016 |
| Bank Of America, Na | Akron | OH | 12/2009 | 10/2016 |
| Robert W Baird | Akron | OH | 10/2016 | Present |
Name/Address: Boy Scout Troop #45 353 Crestmont Ave SW Hartville OH 44632 Start Date: July 1 2022 Hours Spent: 0-5 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-06 |
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