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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-17 |
| TX | RA | APPROVED | 2004-07-22 |
Branch Locations
8333 Douglas Ave Ste 1000, Dallas, TX 75225 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co | Dallas | TX | 07/2004 | Present |
Name: Independent contracting as Yoga Instructor; Not investment-related; Address: 4202 Cobblers Lane, Dallas, TX 75287; Nature: Self Employed Yoga Instructor; Role: Yoga instructor; Start Date: 11/2017; Appx hrs: 2-3 hours a week; Hrs during trading: None; Duties: teaching yoga in group setting, possibly one-on-one training. Name and Address: Greenie LLC 4202 Cobblers Lane, Dallas, TX 75287 Start Date: 12/15/20 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: LLC Member/Manager for purpose of real estate purchase Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-17 |
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