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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED_RES | 2018-06-25 |
| WI | RA | APPROVED | 1998-03-30 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Whitefish Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 07/1997 | Present |
NAME & ADDRESS: Christ Church Episcopal 5655 N. Lake Dr. Whitefish Bay, WI 53217 NATURE OF ENTITY: Church RESPONSIBILITIES IN ROLE: Help with budget and other financial matters HOURS DEVOTED: 12/hours/year (max) Name/Address: Christ Church Episcopal 5655 N Lake Dr Whitefish Bay WI 53217 Start Date: 1/31/22 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Board Member; Access to funds Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-25 |
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