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Reading the graph
Advisor at ROBERT W. BAIRD & CO. INCORPORATED
Waukesha, WI
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 | Aug 12, 2025 | n/a | yes | Waukesha, WI | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 4, 2008 | Aug 11, 2025 | no | BROOKFIELD, WI|WALTHAM, MA | Previous registration |
| EDWARD JONES | National bd RIA | Sep 6, 2007 | Apr 8, 2008 | no | ELM GROVE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ROBERT W. BAIRD & CO. INCORPORATED | Aug 11, 2025 | Aug 12, 2025 | 1 | Firm change | Ibd to RIA |
| EDWARD JONES | COMMONWEALTH FINANCIAL NETWORK | Apr 8, 2008 | Apr 4, 2008 | -4 | Firm change | Ibd to ibd |