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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-31
TN RA APPROVED 2019-10-18
  • TX RA
    APPROVED
    Since 2025-07-31
  • TN RA
    APPROVED
    Since 2019-10-18

Branch Locations

1600 West End Ave, Suite 1100, Nashville, TN 37203 • 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
Avondale Partners, Llc Nashville TN 01/2013 Present
Jjb Hilliard Wl Lyons Nashville TN 06/2018 Present
Robert W. Baird & Co. Incorporated Nashville TN 10/2019 Present
  • 01/2013 → Present
    Avondale Partners, Llc
    Nashville, TN
  • 06/2018 → Present
    Jjb Hilliard Wl Lyons
    Nashville, TN
  • 10/2019 → Present
    Nashville, TN
Previous Registrations
  • 2018-06-25 → 2019-10-18
    J.J.B. Hilliard, W.L. Lyons, Llc
    Nashville, TN
  • 2013-01-14 → 2019-04-01
    Avondale Partners, Llc
    Nashville, TN
    Nashville, TN
    Nashville, TN
    San Francisco, CA
  • 2010-07-16 → 2013-01-15
    Nashville, TN
  • 2009-06-01 → 2010-07-22
    Nashville, TN
  • 2004-04-08 → 2009-06-01
    Nashville, TN
    Nashville, TN
Other Businesses

T-SQUARED PARTNERSHIP - INVESTMENT RELATED - 1212 VINTAGE PLACE, NASHVILLE, TN - FAMILY PARTNERSHIP SINCE 1/1/2013 - MINIMAL HOURS DEVOTED EACH MONTH, DO TO TRADES - DUTIES: PERSONAL INVESTING; TRADING HOURS - Proprietor - Wash and Dash - Non-investment related - Car wash- Co-Owner - 3/2017 - Anywhere between 0-2 hours a month devoted to the business which may take place during trading hours although rarely - This is primarily an investment, the car washes are co-owned with a son who is responsible for operating. On occasion, in his absence, I may have to perform some small duty such as checking equipment for operability and correcting. THE MATHEWS COMPANY, 615 3RD AVENUE S, NASHVILLE, TN 37210, INVESTOR, 3%, REAL ESTATE DEVELOPER AND MANAGER, START DATE 07/31/2018, 0 HRS/MO. 0 HRS/MO TRADNG General Bancshares, Inc. start date 08/10/2018, 4564 Main Street, Jasper, TN 37347, Community Bank, Investor less than 1%, 0 hrs/mo, 0 hrs/mo trading. Courage Music Raoyalty Fund, investor, start date 01/31/2018, 4400 Harding Road, Nashville, TN 37205, 0 hrs/mo, 0 hrs/motrading iSelect Fund, investor, start date 10/30/2017, venture capital fund platform, no duties, 0 hrs/mo, 0 hrs/mo trading. 4240 Duncan Avenue, St Louis, MO 63110. H & T Associates, investor with no duties, 2 car washes, start date 03/01/2016, 106 Windsor Drive, Nashville, TN 37205, o hrs/mo, 0 hrs/ mo trading. DELTA TILDWEN PARTNERS,LLC, INVESTOR IN LLC, ENERGY PARTNERSHIP, START DATE 04/25/2019, 602 S BOULDER AVENUE, TULSA, OK 74119, 0 HRS/MO, 0 HRS/MO TRADING. SCHOLARSHIP AUDITIONS.COM,INVESTOR, START DATE 07/03/2019, 300 10TH AVENUE S, NASHVILLE, TN 37203, PLATFORM TO CONNECT SCHOOLS WITH SCHOLARSHIP MONIES, 0 HRS/MO, 0 HRS/MO TRADING. RAMSDEN 1616 BELL ROAD LLC, REAL ESTATE INVESTMENT,PART OF MANAGEMENT COMPANY, 2030 FRANSWORTH,NASHVILLE, TN 37205, START DATE 09/15/2019. 0 HRS/MO, 0 HRS/MO TRADING. 1616 BELL ROAD LLC, START DATE 09/15/2019, 1033 DEMONBREUN STREET, NASHVILLE, TN 37203, MULTI FAMILY REAL ESTATE INVESTMENT. 0 HRS/MO, 0 HRS/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-26
S65 Uniform Investment Adviser Law Examination 1992-09-15
S63 Uniform Securities Agent State Law Examination 1986-03-13
  • S66 Uniform Combined State Law Examination
    2001-07-26
  • S65 Uniform Investment Adviser Law Examination
    1992-09-15
  • S63 Uniform Securities Agent State Law Examination
    1986-03-13
Designations

View on SEC IAPD

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