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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-12 |
| FL | RA | APPROVED | 2018-09-18 |
| MI | RA | APPROVED | 2010-02-01 |
Branch Locations
333 Bridge St Nw Ste 1000, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Company | Holland | WI | 01/2000 | Present |
Name: Peel Bros., LLC; Not investment-related; Address: Spring Lake, Michigan 49456; Nature: Private Company to own and lease property; Role: Limited partner; Start Date: 12/31/2006; Appx hrs: 2 hours / month; Hrs during trading: None; Duties: Limited partner with 3 brothers. Mother is general partner. Name/Address: Grand Haven Community Foundation - Boer Family Fund 15 Harbor Drive; Grand Haven, MI 49417 Grand Haven MI 49417 Start date: 8/15/19 Hours spent:4-8 hrs/year Hours spent during trading Hours: Zero Role/Responsibility: Serve on the foundations investment committee. Review quarterly the performance of the foundations portfolio Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-28 |
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