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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-02 |
| FL | RA | APPROVED | 2018-08-15 |
| TN | RA | APPROVED | 2004-02-20 |
Branch Locations
1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States
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 | Nashville | TN | 06/2000 | Present |
Name/Address: Goodwill of Middle TN Foundation / 937 Herman Street, Nashville, TN 37208 Start Date: 2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Trustee on Investment committee Investment Related Name/Address: Sugartree HOA 4031 Woodmont Blvd . Nashville TN 37205 Start Date: 1/1/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-19 |
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