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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| FL | RA | APPROVED | 2022-03-02 |
| KY | RA | APPROVED | 2019-10-18 |
Branch Locations
100 W Main St Suite 500, Lexington, KY 40507 • United States
Lexington, KY • United States
Hilton Head, SC • 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 |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Lexington | KY | 10/1983 | Present |
| Robert W. Baird & Co. Incorporated | Lexington | KY | 10/2019 | Present |
Name/Address: Broadway Baptist Church Harrodsburg Rd, Lexington KY 40503 Start date: 1/2019 Hours spent: 2-4 hours/month Hours spent during trading hours: Zero Role/Responsibility: Treasurer: Give a by monthly report to church on income and expenses Non Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-06 |
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