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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-08 |
| TX | RA | APPROVED_RES | 2017-05-16 |
| MD | RA | APPROVED | 2009-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Towson | MD | 08/2009 | Present |
Name/Address: Associated Jewish Charities / 101 West Mount Royal Avenue, Baltimore, MD 21201 Start Date: 1/1/2004 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Investment Committee Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-07 |
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