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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-14
AZ RA APPROVED 2022-10-21
CA RA APPROVED 2022-10-21
PA RA APPROVED 2022-10-21
TX RA APPROVED 2022-10-21
  • FL RA
    APPROVED
    Since 2022-11-14
  • AZ RA
    APPROVED
    Since 2022-10-21
  • CA RA
    APPROVED
    Since 2022-10-21
  • PA RA
    APPROVED
    Since 2022-10-21
  • TX RA
    APPROVED
    Since 2022-10-21

Branch Locations

540 Pellis Road Suite 1000, Pittsburgh - Greensburg, PA 15601 • 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
Hefren-Tillotson, Inc. Pittsburgh PA 11/2011 Present
Robert W. Baird & Co. Incorporated Greensburg PA 10/2022 Present
Previous Registrations
  • 2012-01-01 → 2022-10-21
    Hefren-Tillotson, Inc.
    Wexford, PA
    Greensburg, PA
Other Businesses

Name/Address: Jeremaiah's Place 6435 Frankstown Ave Pgh PA 15206 Start Date: 8/9/19 Hours Spent: 0-5 hours/month Hours Spent During Trading: One Role/Responsibility: Board Member; Investment/Finance Committee Investment Related Name/Address: Saint Vincent College 300 Fraser Purchase Rd Latrobe PA 15650 Start Date: 1/17/23 Hours Spent: 6 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Adjunct Instructor Non Investment Related Name/Address: ACME Family Endowment 204 Ann Drive Greensburg PA 15601 Start Date: 1/1/17 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Check signing authority Non Investment Related Name/Address: St. Edmund's Academy PTA / 5705 Darlington Road, Pittsburgh, PA 15217 Start Date: 8/28/23 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Homeroom Parent Co-Coordinator, assist homeroom parents in planning and organizing activities. Non - Investment Related Name/Address: Calvary Episcopal Church - Vestry / 315 Shady Ave, Pittsburgh, PA 15206 Start Date: 11/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Investment Committee Member Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-29
  • S66 Uniform Combined State Law Examination
    2011-12-29
Designations

View on SEC IAPD

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