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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1998-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 06/1998 | Present |
Name/Address: Marquette University, 1250 W. Wisconsin Ave Milwaukee WI 53233 Start Date: 1/6/23 Hours Spent: 0-6 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Undergraduate Finance Adjunct professor teaching venture capital Non Investment Related Name/Address: Character VC 2140 N Prospect Ave Milwaukee WI 53201 Start Date: 4/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Member of the Advisory Board Non Investment Related Name/Address: NVNG, 551 W Main St 2nd Floor Madison WI 53703 Start date: 11/1/2021 Hours spent: 1-5/month Hours spent during trading Hours: 4/month Role/Responsibility: Member of Investment Advisory Committee Investment-Related Name/Address: Milwaukee Tech Hub, Milwaukee WI 53202 Start date: 7/1/2020 Hours spent: 6-10/month Hours spent during trading Hours: 3/month Role/Responsibility: Treasurer, Investment/Finance Committee Investment-related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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