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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED_RES | 2024-03-12 |
| AZ | 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 |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 08/2013 | Present |
| Robert W. Baird & Co. Incorporated | Wexford | PA | 10/2022 | Present |
Name/Address: Seneca Valley Foundation 124 Seneca School Rd Harmony PA 16037 Start Date: 8/29/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-21 |
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