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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
| FL | RA | APPROVED | 2018-09-17 |
| TX | RA | APPROVED | 2018-06-06 |
Branch Locations
8333 Douglas Ave Ste 1000, Dallas, TX 75225 • United States
Sea Island, GA • United States
Sea Island, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Milwaukee | WI | 08/2001 | Present |
1. THE FULL NAME AND ADDRESS OF THE BUSINESS: CONSOLIDATED MEDICAL, DIABILITY AND LIFE TRUST 2. THE NATURE OF THE BUSINESS: PAYMENT OF HEALTH INSURANCE CLAIMS TO RETIREES OF BANKRUPT CO. 3. YOUR TITLE OR POSITION: TRUSTEE 4. A BRIEF DESCRIPTION OF YOUR DUTIES: HIRE & OVERSEE PAYMENT OF INSURANCE CLAIMS AND FILING AND PREPARATION OF TAX RETURNS. 5. THE AMOUNT OF TIME YOU DEVOTE TO THE BUSINESS: 10 HRS PER MONTH 6. WHETHER IT IS DURING SECURITIES TRADING HOURS: NO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-02 |
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