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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-21
  • PA RA
    APPROVED
    Since 2022-10-21

Branch Locations

121 Champion Way Suite 200, Pittsburgh - South Hills, PA 15317 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Hefren Tillotson Pittsburgh PA 06/2018 Present
Medallion Wealth Sewickley PA 04/2013 03/2018
Unemployed Pittsburgh PA 01/2013 03/2018
Robert W. Baird & Co. Incorporated Wexford PA 10/2022 Present
  • 06/2018 → Present
    Hefren Tillotson
    Pittsburgh, PA
  • 04/2013 → 03/2018
    Medallion Wealth
    Sewickley, PA
  • 01/2013 → 03/2018
    Unemployed
    Pittsburgh, PA
  • 10/2022 → Present
    Wexford, PA
Previous Registrations
  • 2018-06-06 → 2022-10-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Pittsburgh, PA
    Wexford, PA
  • 2013-04-19 → 2018-10-09
    Sewickley, PA
  • 2009-06-01 → 2013-02-22
    Pittsburgh, PA
  • 2008-05-08 → 2009-06-01
    Morgan Stanley & Co. Llc
    Pittsburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-30
  • S66 Uniform Combined State Law Examination
    2007-03-30
Other Names
  • Allison Marie Charnock
  • Allison M Deklewa

View on SEC IAPD

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