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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-12 |
| FL | RA | APPROVED | 2021-05-24 |
| PA | RA | APPROVED | 2019-10-18 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp | Pittsburgh | PA | 08/2015 | 09/2018 |
| J.J.B. Hilliard Wl Lyons | Cranberry Twp | PA | 09/2018 | Present |
| Robert W. Baird & Co. Incorporated | Cranberry Township | PA | 10/2019 | Present |
Name/Address: 414 Summit Capital LLC / 304 S Jones Blvd #4149, Las Vegas, Nevada 89107 Start Date: 7/1/23 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Partial Owner Non Investment Related Name/Address: Waterview Band / Cranberry Township, PA 16066 Start Date: 2019 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Band Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
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