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

Jul 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 25, 1998

First registration

Dec 8, 1998

Dual registered

yes, broker-dealer

Other names

PAT OCONNOR|CHARLES PATRICK OCONNOR|CHARLES PATRICK O'CONNOR

IAPD individual key

1636852

• Occurred

  Mar 3, 2022
  Advisor changed firm

  Patrick C. O'Connor left Morgan Stanley for Robert W. Baird & Co. Incorporated (registered 2022-02-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1951361-1ee8-4386-eb8f-5a666d07a28f

First observed

Dec 8, 1998

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.