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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-17 |
| TN | RA | APPROVED | 2013-05-10 |
| TX | RA | APPROVED | 2013-05-10 |
Branch Locations
1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Baird | Nashville | TN | 05/2013 | Present |
NAME & ADDRESS: Aloan by the sea 1001, E Gulf Beach Dr Saint George Island Florida 32328 NATURE OF ENTITY: Vacation Rental House RESPONSIBILITIES IN ROLE: Managing house rental HOURS DEVOTED: 2 hours a month except when we go to Florida two weekends a year for a working vacation (mostly working). Name and address: Arthur & Sylvia Lee Educational Foundation, 9679 Aurora Ct Brentwood, TN 37027 Nature of Entity: Educational Foundation providing scholarships to children and employees of United Cities Gas Company, which is now a subsidiary of Atmos Company. Responsibilities in this role: Member of the Board of Trust. Review scholarship grants, review investments, strategic planning, other business. Hours devoted: 6 to 8 hours per year. Name and Address: Enepfuhl Partners, 305 Old Highway 48 Charlotte, TN 37036 Nature of Entity: Farm & hunting land Responsibilities in this role: Owner Hours devoted: 8 hrs/month Name/Address: Rockbridge Holdings Corporation, 115 Liberty Hall Rd. Lexington VA 24450 Start date: 1/1/20 Hours spent: 0-1 hour/month Hours spent during trading hours: 1 hour/month Role/Responsibility: Board Member; Investment Finance Committee Investment related Name/Address: First Presbyterian Church, 4815 Franklin Rd, Nashville, TN 37220 Start Date: 10/1/23 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Chair Investment Committee Investment Related Name/Address: Battle of Nashville Trust, 222 2nd Avenue North, Nashville TN 37210 Start date: 10/25/2023 Hours spent: 1 - 5/month Hours spent during trading Hours: 0 Role/Responsibility: Board Member, operational oversight Investment Related Name/Address: Kappa Alpha Order, 115 Liberty Hall Rd Lexington VA 24450 Start date: 1/1/2020 Hours spent: 1 - 5/month Hours spent during trading Hours: 0 Role/Responsibility: Review performance of 3rd party managers, fraternal club member Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-02 |
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