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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Spindler Law | Princeton | IN | 07/2016 | 12/2016 |
| Hilliard Lyons | Princeton | IN | 12/2016 | 10/2019 |
| Robert W. Baird & Co Incorporated | Princeton | IN | 10/2019 | Present |
1) Absolute Custom Machine LLC, non investment related, 5954 S 1075 W Owensville, In 47665, Custom Parts Machining, Office Manager/bookkeeper, started in December 2015, operated and owned by spouse and brother in law. 20 hrs/mo, 0 hrs/mo during trading hours. My duties include, invoicing clients, keeping up quickbooks for the business, depositing funds into the bank, and being a point of contact for account, State issued business licensing departments, and customers. Name/Address: Owensville Community Planners Inc. 9990 W. State Road 165 Owensville IN 47665 Start Date: 8/5/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Record Keeper and Director; Check signing authority Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-31 |
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