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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2021-03-24 |
| FL | RA | APPROVED | 2019-02-21 |
| WA | RA | APPROVED | 2014-11-07 |
Branch Locations
Greenbank, WA • United States
601 Union Street, Suite 4700, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Seattle | WA | 11/2014 | Present |
NAME & ADDRESS: Maxwell Foundation Trust 4111 E Madison St. #450 Seattle, WA 98112 NATURE OF ENTITY: Trust established to offer financial aid/college scholarships to freshman starting a four year college program. RESPONSIBILITIES IN ROLE: One of three trustees with fiduciary responsibility to manage the foundations assets and vet/reward scholarships based upon academic performance and financial need. HOURS DEVOTED: 1 hour/week Name/Address: Harbor Master LLC, 3719 Quail Walk Ln, Greenbank, WA 98253 Start Date: Nov 04, 2025 Hours Spent: 1-5; During Trading Hours: none Role/Responsibility: Partner Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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