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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-01 |
| MT | RA | APPROVED | 2018-08-03 |
| FL | RA | APPROVED | 2018-01-03 |
| WI | RA | APPROVED | 2018-01-03 |
| AZ | RA | APPROVED | 2018-01-02 |
| IL | RA | APPROVED | 2018-01-02 |
Branch Locations
One Main St Ste 300, Racine, WI 53403 • United States
Naples, FL • 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 |
|---|---|---|---|---|
| Johnson Bank | Racine | WI | 01/1986 | 01/2018 |
| Invest Financial Corp. | Tampa | FL | 01/1986 | 01/2018 |
| Robert W Baird & Co., Incorporated | Racine | WI | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-29 |
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