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.

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

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 23, 2021

First registration

Oct 25, 2021

Dual registered

yes, broker-dealer

Other names

MELISSA SPRING HOFFMAN|MELISSA MATHIS|MELISSA SPRING MATHIS|MELISSA SPRING SENDE|Melissa Sende|Melissa S Sende

IAPD individual key

4506140

• Occurred

  May 15, 2025
  Advisor changed firm

  Melissa Sende left Capital Insight Partners, Llc for Robert W. Baird & Co. Incorporated (registered 2025-05-13)

  Form ADVobserved 6 days ago
• Occurred

  May 3, 2024
  Advisor changed firm

  Melissa Sende left Morgan Stanley for Capital Insight Partners, Llc (registered 2024-05-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c9c9cdcf-41d2-9c8c-f919-fb38632e624b

First observed

Oct 25, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.