Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
540 Pellis Road Suite 1000, Pittsburgh - Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 11/2011 | Present |
| Robert W. Baird & Co. Incorporated | Greensburg | PA | 10/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
Reach out to this advisor