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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| PA | RA | APPROVED | 2026-06-16 |
Branch Locations
800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 07/2002 | 06/2026 |
| Robert W. Baird & Co. Incorporated | Pittsburgh | PA | 10/2022 | 06/2026 |
| Raymond James & Associates, Inc | Cranberry Township | PA | 06/2026 | Present |
ENTITY NAME: SACRED HEART PARISH. ENGAGED AS BOARD MEMBER (PRIVATE OR NON-PROFIT) ADDRESS: 310 SHADY AVE., PGH., PA 15206 CHARITABLE OR NON-PROFIT ORG. - RELIGIOUS. POSITION - FINANCE COMMITTEE MEMBER DUTIES - HELP MAKE DECISIONS REGARDING CHURCH FINANCES & ENDOWMENT. START DATE: 9/09/14 2 HOURS PER QUARTER - NO HOURS DURING SECURITIES TRADING HOURS. Name of Business: Aquinas Academy Type of Business: K-13 Private Academy Engaged as: Board Member Address: 2308 W. Hardies Road, Gibsonia, PA 15044 Not investment related. Nature of business/duties: Oversight of school in its mission and finances. Work hours: 1 hour in the evenings. Name/Address: Pittsburgh CLO 719 Liberty Avenue Pittsburgh PA 15222 Start Date: 4/1/23 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related Name/Address: Parents for Excellence in Catholic Education 2308 West Hardies Road Gibsonia PA 15044 Start Date: 10/31/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Trustee, Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-27 |
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