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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2008-08-06 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 06/2007 | Present |
DIVINE SAVIOR HOLY ANGELS HS 4257 NORTH 100TH STREET MILWAUKEE, WI 53222-1391 MEMBER OF THE INVESTMENT COMMITTEE VOLUNTEER POSITION 2-4 HOURS PER MONTH NAME AND ADDRESS: SARAH M. HEGARTY FOUNDATION, 625 N. WATER, MILWAUKEE, WI 53202 NATURE OF ENTITY: MEMORIAL FUND ROLE IN OUTSIDE BUSINESS ACTIVITY: DIRECTOR AND TREASURER RESPONSIBILITIES IN THIS ROLE: MEMORIAL FOUNDATION FOR MY DECEASED SISTER. THE FOUNDATION DISTRIBUTES FUNDS IN HER MEMORY. HOURS DEVOTED TO THIS ACTIVITY: FIVE HOURS PER YEAR. NONE DURING SECURITIES TRADING HOURS. Name/Address: Nativity Jesuit Academy 1515 S 29th St Milwaukee WI 53215 Start Date: 9/1/21 Hours Spent: 0-6 hours/month Hours Spent During Trading: 0-6 hours/month Role/Responsibility: Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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