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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED_RES | 2017-12-22 |
| OH | RA | APPROVED | 2003-02-24 |
Branch Locations
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Cincinnati | OH | 09/1998 | Present |
NAME AND ADDRESS OF OTHER BUSINESS: PITTSBURGH SUBS., INC, P.O. BOX 141 MIAMIVILLE, OH 45147 RESPONSIBILITIES OF OTHER BUSINESS: I AM THE OWNER OF THIS BUSINESS. DATE ASSUMED RESPONSIBILITIES: 2007 HOURS DEVOTED TO OTHER BUSINESS: 2 HOURS PER WEEK, NONE DURING SECURITIES TRADING HOURS. NAME AND ADDRESS: ROSE FARM RENTALS LLC 6 ROSE LANE FARM LOVELAND, OH 45140 NATURE OF ENTITY: THE CORPORATION IS 100% OWNED BY MY WIFE.IT HOLD OUR RENTAL PROPERTIES. RESPONSIBILITIES IN THIS ROLE:N/A HOURS DEVOTED: 2 HOURS A WEEK. NONE DURING SECURITIES TRADING HOURS. Name/Address: Miamiville Trailyard LLC 368 Center St Miamiville OH 45147 Start date: 6/2020 Hours spent: 2-3 hours/month Hours spent during trading hours: 0-1 hour/month Role/Responsibility: LLC formed for restaurant, food/beverage company Non Investment related Name/Address: Trailside Properties LLC PO Box 30219 Cincinnati OH 45230 Start Date: 10/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord; Used for rental property Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-04 |
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