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Pittsburgh, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-12 |
| PA | RA | APPROVED | 2021-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm | Philadelphia | PA | 07/2018 | 11/2019 |
| Monday Properties | Arlington | VA | 06/2017 | 08/2017 |
| Penn State | University Park | PA | 06/2014 | 05/2018 |
| Federated Securities Corp. | Pittsburgh | PA | 12/2019 | 03/2021 |
| Federated Hermes, Inc. | Pittsburgh | PA | 12/2019 | 03/2021 |
| Federated Investment Counseling | Pittsburgh | PA | 02/2020 | 03/2021 |
| Federated Global Investment Management Corp. | New York | NY | 04/2020 | 03/2021 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 03/2020 | 03/2021 |
| Clearpeak Capital Management Llc | Pennsylvania | PA | 06/2021 | Present |
| Clearpeak Capital Management Llc | Pittsburgh | PA | 04/2021 | Present |
Jay M Patel is a managing member of JM Metal Merchants. The business is not investment related. JM Metal Merchants is a buyer and seller of scrap metal domestically and internationally. Jay M Patel is the president of JM Metal Merchants and his responsibility is to purchase and sell scrap metal to associated parties and to facilitate the shipping of the scrap metal cargo. Jay became managing member of JM Metal Merchants in January of 2022. Jay devotes 10 hours a month to this business, and 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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