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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-21 |
| PA | RA | APPROVED | 2022-10-21 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 06/2006 | 08/2019 |
| Hefren Tillotson | Wexford | PA | 08/2019 | Present |
| Robert W. Baird & Co. Incorporated | Wexford | PA | 10/2022 | Present |
1) Pine Richland School District 2) Not investment related 3) 700 Warrendale Road Gibsonia, PA 15044 4) 7th grade baseball team coach 5) Coaching 6) Dates 3/9/2020 - 5/8/2020 7) 10 hrs/wk 8) does not occur during working hours 9) Compensated 1) Pine Richland Middle School 2) Not investment related 3) 702 Warrendale Road Gibsonia, PA 15044 4) 8th grade baseball coach 5) Coaching 6) Dates 3/5/2022 - 5/12/2022 7) 10 hours/week 8) does not occur during working hours 9) Compensated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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