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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2016-03-18 |
| WI | RA | APPROVED | 2001-11-12 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Milwaukee | WI | 11/2001 | Present |
Name/Address: Personally Owned Rental Property N79W14668 Appleton Ave Menomonee Falls WI 53051 and N79W14638 Appleton Ave Menomonee Falls WI 53051 Start date: 4/1/18 Hours spent: 1 hour/month, zero during trading hours Role/Responsibility: collect the rent and pay the bills. Minimal time and effort involved. Not investment related. Name/Address: Value Investment Partners RCP II LLC 4755 Shagbark Ct Brookfield WI 53005 Start Date: 11/30/12 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-12 |
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