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1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| PA | RA | APPROVED | 2017-09-01 |
Branch Locations
Mill Valley, CA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Mill Valley, CA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-09-06 |
Branch Locations
Mill Valley, CA • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-01 |
Branch Locations
Mill Valley, CA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icon Distributors Inc. | Greenwood Village | CO | 07/2007 | 07/2017 |
| Federated Securities Corp. | Pittsburgh | PA | 08/2017 | Present |
| Federated Hermes, Inc. | Pittsburgh | PA | 08/2017 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 08/2017 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 08/2017 | Present |
| Federated Global Investment Management Corp | New York | NY | 08/2017 | Present |
FROM 12/2025 TO PRESENT, GENERAL/FOUNDING PARTNER AT GOLFERY AT MARIN, LLC, 647 IRWIN STREET, SAN RAFAEL, CA 94901. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 42 PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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