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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-27 |
| FL | RA | APPROVED | 2017-07-03 |
| MI | RA | APPROVED | 2010-02-01 |
| IL | RA | APPROVED | 2010-01-06 |
Branch Locations
333 Bridge St Nw Ste 1000, Grand Rapids, MI 49504 • United States
Holland, MI • United States
85 E Eighth Street Suite 350, Holland - Downtown, MI 49423 • 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 |
|---|---|---|---|---|
| Robert W. Baird | Grand Rapids | MI | 06/2009 | Present |
Name/Address: Land Conservancy of West Michigan 237 Steele St Suite A, Grand Rapids, MI 49534 Start Date: 8/2009 Hours Spent: 2/month Hours spent during trading Hours: 2/month Role/Responsibility: Board Member, Finance Committee Member Investment related Name/Address: YWCA West Central Michigan, 25 Sheldon Blvd SE Grand Rapids MI 49503 Start date: 10/1/2007 Hours spent: 1-5 Hours spent during trading Hours: 1 Role/Responsibility: Finance Committee Member Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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