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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| FL | RA | APPROVED | 2026-01-09 |
| PA | RA | APPROVED | 2022-10-21 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson | Pittsburgh | PA | 05/2019 | Present |
| Unemployed | Weirton | WV | 03/2019 | 05/2019 |
| Wells Fargo Advisors | Charleston | SC | 07/2018 | 03/2019 |
| Unemployed | Charleston | SC | 04/2018 | 07/2018 |
| Chilton Investment Co. | New York | NY | 08/2015 | 04/2018 |
| Robert W. Baird & Co. Incorporated | Pittsburgh | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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