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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-30 |
| IL | RA | APPROVED | 2026-07-28 |
Branch Locations
Scottsdale, AZ • United States
5405 Utica Ridge Road Suite 208, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co Inc | Davenport | IA | 10/2014 | 07/2026 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 07/2026 | Present |
1) REEG PRIVATE WEALTH; INVESTMENT RELATED; SCOTTSDALE, AZ; PARTNER/FINANCIAL ADVISOR; START DATE: 7/2026; 40 HRS/WEEK DURING SECURITIES TRADING HOURS; INVESTMENT RELATED DUTIES. 2) Colorado Rentals; Not investment-related; Address: 3755 - 3759 E. St. Vrain, Colorado Springs, CO 80909; Nature: Rental Property; Role: Landlord; Start Date: 1984; Appx hrs: hour per month; Hrs during trading: 0; Duties: collecting rent 3) Stan Reeg Trust; Not Investment Related; Colorado Springs, CO; Nature: Rental Properties; Role: Landlord; Start Date: 1983; Appx hrs: hour per month; Hrs during trading: 0; Duties: opening envelope with rental checks, taking care of rental 4) NICE Properties LLC; 2299 250th Ave DeWitt IA 52742; Start Date: 11/22; Hours Spent: 0-2 hours/month; Hours Spent During Trading: 0-1 hours/month; Role/Responsibility: Board Member; Owner Landlord; Rental Property; Non Investment Related 5) Springbrook Historical Golf Foundation; Not investment related; DeWitt, Iowa; A foundation that maintains the heritage of the club; Member of Board of Directors; Start date: 6/2023; less than 10 Hrs/Mth during trading securities hours; Duties include: Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-20 |
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