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Kelly M Meshaw

Robert W. Baird & Co. Incorporated

Chapel Hill, NC

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-08-04
  • NC RA
    APPROVED
    Since 2021-08-04

Branch Locations

1414 Raleigh Rd Suite 420, Chapel Hill, NC 27517 • 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
Baird Winston Salem NC 10/2018 Present
Student Winston Salem NC 03/2015 10/2018
Mosaic Capital Winston Salem NC 10/2017 07/2018
Palladium Healthcare Greensboro NC 10/2015 10/2017
Homemaker & Community Volunteer Winston Salem NC 08/2004 10/2018
  • 10/2018 → Present
    Baird
    Winston Salem, NC
  • 03/2015 → 10/2018
    Student
    Winston Salem, NC
  • 10/2017 → 07/2018
    Mosaic Capital
    Winston Salem, NC
  • 10/2015 → 10/2017
    Palladium Healthcare
    Greensboro, NC
  • 08/2004 → 10/2018
    Homemaker & Community Volunteer
    Winston Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
  • S66 Uniform Combined State Law Examination
    2021-08-02
Other Names
  • Kelly Meshaw Moser
  • Kelly M Moser

View on SEC IAPD

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PEACE OF MIND WEALTH MANAGEMENT

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CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
TODD DAVID YOUNG
Matthew Kent Inman
Colin James Bates

Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC

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