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Current Employers
Xcelsior Advisor Partners Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-30
IL RA APPROVED 2026-07-28
  • TX RA
    APPROVED
    Since 2026-08-30
  • IL RA
    APPROVED
    Since 2026-07-28

Branch Locations

Scottsdale, AZ • United States

5405 Utica Ridge Road Suite 208, Davenport, IA 52807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird & Co Inc Davenport IA 10/2014 07/2026
Xcelsior Advisor Partners Llc Scottsdale AZ 07/2026 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-16
S63 Uniform Securities Agent State Law Examination 1985-06-20
  • S65 Uniform Investment Adviser Law Examination
    1995-06-16
  • S63 Uniform Securities Agent State Law Examination
    1985-06-20

View on SEC IAPD

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