Best Investors Account Sign in
Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-15
  • PA RA
    APPROVED
    Since 2026-04-15

Branch Locations

12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Newport Beach CA 01/2014 06/2021
Girard Securities, Inc. Canonsburg PA 05/2014 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 09/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 09/2021 12/2024
Cambridge Investment Research, Inc. Fairfield IA 09/2021 12/2024
Unemployed Karrington PA 12/2024 11/2025
Lpl Financial Sewickley CT 11/2025 03/2026
Robert W. Baird & Co. Incorporated Milwaukee WI 04/2026 Present
  • 01/2014 → 06/2021
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 05/2014 → 11/2017
    Girard Securities, Inc.
    Canonsburg, PA
  • 11/2017 → 09/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2021 → 12/2024
    Fairfield, IA
  • 09/2021 → 12/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2024 → 11/2025
    Unemployed
    Karrington, PA
  • 11/2025 → 03/2026
    Lpl Financial
    Sewickley, CT
  • 04/2026 → Present
    Milwaukee, WI
Previous Registrations
Other Businesses

1. 11/2025 - IFS Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 12/1/2025 2. 11/2025 - Notary - Notary - Not Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Gibsonia PA 15044 - OBA Start Date: 09/27/2024

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-01
S65 Uniform Investment Adviser Law Examination 2006-12-18
  • S63 Uniform Securities Agent State Law Examination
    2012-06-01
  • S65 Uniform Investment Adviser Law Examination
    2006-12-18
Other Names
  • Stacy Kay Hanlon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsburgh - Wexford, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor