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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| MS | RA | APPROVED | 2023-10-12 |
Branch Locations
410 Enterprise Drive, Suite 1, Oxford, MS 38655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mississippi Army National Guard | Jackson | MS | 04/2004 | Present |
| Watkins, Ward, & Stafford, Pllc. | Houston | MS | 08/2016 | 06/2023 |
| Robert W Baird & Co., Inc | Tupelo | MS | 07/2023 | Present |
Name/Address: Houston Scout Foundation, Inc. 110 S Monroe St Houston MS 38851 Start Date: 2018 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Check signing authority Non Investment Related Name/Address: Houston Country Club Inc 212 Country Club Rd Houston MS 38851 Start Date: 9/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Investment Related Name/Address: Mississippi Army National Guard / 364 Shop Street, Jackson, MS 39209 Start Date: Apr 15, 2004 Hours Spent: 11-20 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Helicopter Pilot Non Investment Related Name/Address: Chickasaw County School Board 636 Starkville Rd Houston MS 38851 Start Date: 1/6/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Trustee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
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