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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-18 |
| TX | RA | APPROVED_RES | 2018-07-02 |
| MI | RA | APPROVED | 2018-05-22 |
Branch Locations
2950 S State St Suite 401, Ann Arbor, MI 48104 • United States
Ann Arbor, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ann Arbor | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ann Arbor | MI | 11/2016 | 05/2018 |
| Robert W. Baird | Ann Arbor | MI | 05/2018 | Present |
Name/Address: Ann Arbor Area Community Foundation 301 N Main St Ann Arbor MI 48104 Start Date: 6/1/22 Hours Spent: 0-6 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-27 |
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