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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED_RES | 2024-03-12 |
| AZ | RA | APPROVED | 2022-10-21 |
| NJ | RA | APPROVED | 2022-10-21 |
| NY | RA | APPROVED | 2022-10-21 |
| OH | RA | APPROVED | 2022-10-21 |
| 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 | Wexford | PA | 05/2019 | Present |
| Scott's Lawn Co. | Ellwood City | PA | 04/2016 | 08/2018 |
| Home Depot | Cranberry Township | PA | 12/2016 | 04/2017 |
| Student | Clarion | PA | 08/2017 | 05/2019 |
| Butler County Community College | Butler | PA | 01/2016 | 05/2017 |
| Robert W. Baird & Co. Incorporated | Wexford | PA | 10/2022 | Present |
Name/Address: Ellwood City Chamber of Commerce / 806 Lawrence Ave, Ellwood City, PA 16117 Start Date: 1/1/2020 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-20 |
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