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Advisor at XCELSIOR ADVISOR PARTNERS LLC
KENNEDALE, TX | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| XCELSIOR ADVISOR PARTNERS LLC | Independent wealth | Aug 16, 2025 | n/a | yes | SCOTTSDALE, AZ|KENNEDALE, TX | Current employment |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Feb 27, 2015 | Aug 25, 2025 | no | FORT WORTH, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | May 16, 2008 | Mar 10, 2015 | no | FT. WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | XCELSIOR ADVISOR PARTNERS LLC | Aug 25, 2025 | Aug 16, 2025 | -9 | Firm change | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | ROBERT W. BAIRD & CO. INCORPORATED | Mar 10, 2015 | Feb 27, 2015 | -11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8158:334779:TX:2025-08-25 | Aug 25, 2025 | Aug 16, 2025 | FORT WORTH, TX | Firm change |
| 8174:8158:TX:2015-03-10 | Mar 10, 2015 | Feb 27, 2015 | FT WORTH, TX | Firm change |