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Bryan Clark Pope

Robert W. Baird & Co. Incorporated

Lexington, KY

Lexington, KY

CRD 3235579

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Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2019-10-18
  • KY RA
    APPROVED
    Since 2019-10-18

Branch Locations

100 W Main St Suite 500, Lexington, KY 40507 • United States

Lexington, KY • 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
Jjb Hilliard Wl Lyons Llc Lexington KY 02/2014 02/2019
Jjb Hilliard Wl Lyons Llc Lexington KY 02/2019 Present
Robert W. Baird & Co. Incorporated Lexington KY 10/2019 Present
  • 02/2014 → 02/2019
    Jjb Hilliard Wl Lyons Llc
    Lexington, KY
  • 02/2019 → Present
    Jjb Hilliard Wl Lyons Llc
    Lexington, KY
  • 10/2019 → Present
    Robert W. Baird & Co. Incorporated
    Lexington, KY
Previous Registrations
  • 2017-01-31 → 2019-10-18
    J.J.B. Hilliard, W.L. Lyons, Llc
    Lexington, KY
  • 2005-03-03 → 2006-10-20
    Fifth Third Securities, Inc.
    Lexington, KY
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-31
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S65 Uniform Investment Adviser Law Examination
    2017-01-31
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Bryan C Pope

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

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