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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-18 |
| FL | RA | APPROVED | 2000-08-22 |
Branch Locations
201 North Franklin St. Suite 3000, Tampa, FL 33602 • 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 & Company | Tampa | FL | 08/2000 | Present |
| Nmis | Milwaukee | WI | 01/2002 | Present |
Name/Address: Lake Iola Land , LLC / Tampa, FL 33606 Start Date: 2005 Hours Spent: 0-5hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner of Rental Property Investment Related NAME AND ADDRESS: APARTMENT RENTAL 811 S BOULEVARD TAMPA, FL 33606 NATURE OF ENTITY: RENTAL RESPONSIBILITIES IN THIS ROLE: RENT APARTMENT HOURS DEVOTED: 1 HOUR PER MONTH. Name/Address: University Club 201 N Franklin St Tampa FL 33602 Start date: 6/19 Hours spent: 5 hours/month Hours spent during trading Hours: 2 hours/month Role/Responsibility: I am on the board of directors, and they have asked me to become a check-signer. Non investment related. Name/Address: Kiwanis Tampa, Tampa FL 33602 Start Date: 7/20/10 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Finance Committee Advisor Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-24 |
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