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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED_RES | 2022-10-21 |
Branch Locations
99 West Sunbury Road Suite 100, Pittsburgh - Butler, PA 16001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 01/2015 | Present |
| Robert W. Baird & Co. Incorporated | Butler | PA | 10/2022 | Present |
1-1) The Grand Lodge of PA 2) Yes, investment related 3) 33 N. Broad St. Philadelphia, PA 19107 4) Fraternal Organization 5) Volunteer 6) Trustee of the Consolidated Fund 7) Start 12/27/2021 8) Quarterly meetings 9) 0 hrs. 10) Trustees will assist with the development of the long-term investment policy, but will delegate the construction of the investment portfolio, including tactical asset allocation shifts and retention of investment managers, to its Dedicated Investment Office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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