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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| CA | RA | APPROVED | 2022-10-21 |
| DE | RA | APPROVED | 2022-10-21 |
| PA | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED_RES | 2022-10-21 |
Branch Locations
121 Champion Way Suite 200, Pittsburgh - South Hills, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 05/2008 | Present |
| Robert W. Baird & Co. Incorporated | Canonsburg | PA | 10/2022 | Present |
Name/Address: The NEC Society 140 B St. Suite 5, #128 Davis CA 94616 Start Date: 7/16/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Board of Directors, investment/finance committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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