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Advisor at ROBERT W. BAIRD & CO. INCORPORATED
Charlotte, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Apr 28, 2025 | n/a | yes | Charlotte, NC|Charlotte, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 15, 2016 | May 14, 2025 | no | Nashville, TN|NASHVILLE, TN|CORNELIUS, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | ROBERT W. BAIRD & CO. INCORPORATED | May 14, 2025 | Apr 28, 2025 | -16 | Firm change | Ibd to RIA |