Best Investors Account Sign in

Peter J Philpott

Robert W. Baird & Co. Incorporated

Fort Worth, TX

Claim This Profile
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-12
AZ RA APPROVED 2024-10-21
  • TX RA
    APPROVED
    Since 2025-05-12
  • AZ RA
    APPROVED
    Since 2024-10-21

Branch Locations

550 Bailey Avenue Suite 700, Fort Worth, TX 76107 • 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
Robert W. Baird Scottsdale AZ 01/2024 Present
Kleinheinz Capital Partners Fort Worth TX 10/2023 12/2023
Pegasus Resources Fort Worth TX 08/2021 06/2023
Winslow's Wine Cafe Fort Worth TX 05/2021 08/2021
Joe T. Garcia's Fort Worth TX 05/2020 08/2020
Anderson Injury Lawyers Fort Worth TX 05/2019 08/2019
Texas Christian University Fort Worth TX 08/2019 05/2023
Fort Worth Country Day Fort Worth TX 08/2013 05/2019
Unemployed Fort Worth TX 06/2023 10/2023
  • 01/2024 → Present
    Robert W. Baird
    Scottsdale, AZ
  • 10/2023 → 12/2023
    Kleinheinz Capital Partners
    Fort Worth, TX
  • 08/2021 → 06/2023
    Pegasus Resources
    Fort Worth, TX
  • 05/2021 → 08/2021
    Winslow's Wine Cafe
    Fort Worth, TX
  • 05/2020 → 08/2020
    Joe T. Garcia's
    Fort Worth, TX
  • 05/2019 → 08/2019
    Anderson Injury Lawyers
    Fort Worth, TX
  • 08/2019 → 05/2023
    Texas Christian University
    Fort Worth, TX
  • 08/2013 → 05/2019
    Fort Worth Country Day
    Fort Worth, TX
  • 06/2023 → 10/2023
    Unemployed
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor