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Reading the graph
Advisor at ROBERT W. BAIRD & CO. INCORPORATED
Fairfax, VA
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 |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Apr 3, 2026 | n/a | yes | Fairfax, VA | Current employment |
| BOGART WEALTH, LLC | Independent wealth | Apr 7, 2024 | Mar 27, 2026 | no | MCLEAN, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 21, 2020 | Mar 7, 2024 | no | Mclean, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOGART WEALTH, LLC | ROBERT W. BAIRD & CO. INCORPORATED | Mar 27, 2026 | Apr 3, 2026 | 7 | Firm change | RIA to RIA |
| MORGAN STANLEY | BOGART WEALTH, LLC | Mar 7, 2024 | Apr 7, 2024 | 31 | Firm change | Wirehouse to RIA |