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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Feb 26, 2018

First registration

Aug 25, 2020

Dual registered

yes, broker-dealer

Other names

JACKLYN BROOKE GRAYSON|JACKLYN BROOKE CASSADY|Jacklyn B Cassady

IAPD individual key

6522150

• Occurred

  Jul 29, 2022
  Advisor changed firm

  Jacklyn Brooke Cassady left Avant-Garde Wealth for Robert W. Baird & Co. Incorporated (registered 2022-08-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efc9e747-c593-5aff-f09a-67c8abb94d65

First observed

Aug 25, 2020

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.