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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-17 |
| WA | RA | APPROVED | 2014-11-07 |
Branch Locations
601 Union Street, Suite 4700, Seattle, WA 98101 • United States
Seattle, WA • 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 |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Seattle | WA | 11/2014 | Present |
Name/Address: St. John the Evangelist Parish, 7916 1st Ave NW Seattle WA 98117 Start date: April 2019 Hours spent: 2 hours/month Hours spent during trading Hours: Zero hours/month Role/Responsibility: Consultant; Overviewing parish budget and there to ask questions/give advice. Investment related Name/Address: Rental Property, 133 NW 79th St, Seattle, WA 98117 Start Date: 7/15/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 per month Role/Responsibility: Owner Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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