Adviser and broker representative · Robert W. Baird & Co. Incorporated

Horace G. Owens Jr.

CRD 2257354 · Winter Park, FL

At a glance

Horace G. Owens Jr. is an investment adviser representative with Robert W. Baird & Co. Incorporated in Winter Park, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Horace’s SEC record dates to 1998, about 28 years ago. Horace is also registered as a broker representative.

Current advisory firm

Robert W. Baird & Co. IncorporatedSince April 1998Winter Park, FL · $394B in regulatory assets

SEC adviser record

Registered since: 1998 (28 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Horace’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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