DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

ROBERT GERARD BERNARDIN

Advisor at ROBERT W. BAIRD & CO. INCORPORATED

EVANSVILLE, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3bc6612-18d3-404f-83bf-1c2a15899783

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 15, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROBERT W. BAIRD & CO. INCORPORATED
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Sep 28, 1982
First registration: Dec 15, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 1063941

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 18, 2019	n/a	yes	EVANSVILLE, IN	Current employment
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Oct 19, 2012	Oct 18, 2019	no	EVANSVILLE, IN	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 31, 2012	no	EVANSVILLE, IN	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 15, 1998	Jun 1, 2009	no	EVANSVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.J.B. HILLIARD, W.L. LYONS, LLC	ROBERT W. BAIRD & CO. INCORPORATED	Oct 18, 2019	Oct 18, 2019	0	Bulk transfer	RIA to RIA
MORGAN STANLEY	J.J.B. HILLIARD, W.L. LYONS, LLC	Oct 31, 2012	Oct 19, 2012	-12	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: current employment
Oct 18, 2019 to presentfactForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Oct 19, 2012 to Oct 18, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 31, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 15, 1998 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.