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

May 26, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

Exams

S65|S63

First exam

May 26, 1994

First registration

Mar 31, 2006

Dual registered

yes, broker-dealer

Other names

PATRICK M FOLEY

IAPD individual key

2266555

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d45ebabd-794a-7b3f-1f43-8caae03480cf

First observed

Mar 31, 2006

Last observed

Sep 15, 2026 5 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.