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1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED_RES | 2024-04-16 |
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2013-06-03 |
Branch Locations
Sherborn, MA • 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 |
|---|---|---|---|
| PR | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED_RES | 2024-04-16 |
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-13 |
Branch Locations
Sherborn, MA • 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 |
|---|---|---|---|
| PR | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED_RES | 2024-04-16 |
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| MA | RA | APPROVED | 2013-06-10 |
Branch Locations
Sherborn, MA • 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_RES | 2024-04-16 |
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2013-06-03 |
Branch Locations
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Sherborn, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Investors, Inc. | Pittsburgh | PA | 04/2013 | Present |
| Federated Securities Corp. | Pittsburgh | PA | 04/2013 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 06/2013 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 06/2013 | Present |
| Federated Global Investment Management Corp | New York | NY | 06/2013 | Present |
FROM 7/2026 TO PRESENT, ADVISORY BOARD MEMBER AT INSTITUTIONAL INVESTORS, 1270 AVENUE OF THE AMERICAS, SUITE 1100, NEW YORK NY 10020. ACTIVITY IS PERFORMED DURING TRADING HOURS AND IS INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 1 HOUR PER MONTH. FROM 4/2018 TO PRESENT, OWNER OF WILLER OR MARLIE WILLER, 42 UNION ST, WATERTOWN, MA 02472. DUTIES ARE NOT PERFORMED DURING TRADING HOURS AND ARE NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 1 HOUR A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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