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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-03-16 |
Branch Locations
500 West Jefferson St., Louisville, KY 40202 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Louisville | KY | 09/1983 | 05/2018 |
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 05/2018 | 10/2019 |
| Unemployed | Louisville | KY | 10/2019 | 03/2021 |
| Baird | Louisville | KY | 03/2021 | Present |
Maryhurst Non-profit agency that helps girls that have been abused in some ways, investment-related, Board Member, 4 hrs/month with zero during trading hrs, Finance committee; help monitor the agency's financial situation Board member; help oversee the direction of the agency. Start date: 2000. Hours spent: 0-1 per month. Hours spent during trading hours: Zero Investment Related. BURKS SPRING DISTILLERY, 3930 1/2 Old Brownsboro Road Louisville KY 40206 START DATE 06/10/2019, GROUP OF 10 PEOPLE ARE IN THE PROCESS OF HAVING 12-15 BARRELS OF WHISKEY MADE UNDER THE NAME BURKS SPRING DISTILLRY. THEY WILL BE AGED FOR FOUR YEARS AND ATTEMPT TO BE SOLD. 0 HRS/MO, 0 HRS/MO TRADING. Non Investment Related. Name and Address: Douglass Boulevard Christian Church 2005 Douglass Boulevard Louisville KY 40205 Start Date: 2012 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Endowment Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-15 |
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