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1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| PA | RA | APPROVED | 2008-06-25 |
| TX | RA | APPROVED | 2008-06-24 |
Branch Locations
Bellville, TX • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| TX | RA | APPROVED | 2010-05-12 |
Branch Locations
Bellville, TX • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-05-12 |
| TX | RA | APPROVED | 2010-05-12 |
Branch Locations
Bellville, TX • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-29 |
| PA | RA | APPROVED | 2009-11-11 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Bellville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Hermes, Inc. | Pittsburgh | PA | 06/2008 | Present |
| Federated Securities Corp. | Pittsburgh | PA | 06/2008 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 06/2008 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 03/2010 | Present |
| Federated Global Investment Management Corp | New York | NY | 03/2010 | Present |
FROM 6/2026 TO PRESENT, PRESIDENT AT POC BUENA VISTA CONDOMINIMUM ASSOCIATION, INC, 1217 W MAIN ST, BELLVILLE, TX 77418. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 1 HOUR PER MONTH. FROM 6/2024 TO PRESENT, CEO/PRESIDENT AT LOS NINO'S PRESERVE HOLDINGS, LLC, 1217 WEST MAIN STREET, BELVILLE, TX 77418. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 2 HOURS PER MONTH. FROM 3/2024 TO PRESENT, LEAD/CEO/PRESIDENT OF CASA DEL MAR POC HOLDINGS, LLC AT 1217 W. MAIN STREET, BELLVILLE, TX 77418. DUTIES ARE NOT PERFORMED DURING TRADING HOURS AND ARE NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-02 |
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