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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
121 Champion Way Suite 200, Pittsburgh - South Hills, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Francis University | Loretto | PA | 08/2015 | 05/2019 |
| Saint Francis University | Loretto | PA | 08/2018 | 04/2019 |
| Executive Wealth Counselors | Pittsburgh | PA | 05/2018 | 06/2018 |
| Federated Securities Corp | Pittsburgh | PA | 07/2019 | 12/2025 |
| Federated Hermes, Inc. | Pittsburgh | PA | 07/2019 | 12/2025 |
| Federated Investment Counseling | Pittsburgh | PA | 09/2019 | 12/2025 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 09/2019 | 12/2025 |
| Federated Global Investment Management Company | New York | NY | 09/2019 | 12/2025 |
| Robert W. Baird & Co. Incorporated | Canonsburg | PA | 01/2026 | Present |
FROM 3/2025 TO PRESENT, PARTNER / REGISTERED AGENT AT MORGRET REAL ESTATE LLC, 99 RAMBLER DRIVE, SARVER, PA 16055. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 10 TO 15 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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