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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-26 |
Branch Locations
2545 Railroad St, Ste 100, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pittsburgh | PA | 04/2014 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Voya Financial Partners | Pittsburg | PA | 11/2016 | 05/2018 |
| Voya | Pittsburg | PA | 11/2016 | 05/2018 |
| Transamerica Retirement Solutions | Pittsburgh | PA | 07/2018 | 06/2021 |
| Transamerica Investors Securities Corporation | Pittsburgh | PA | 07/2018 | 06/2021 |
| Apw Capital Inc. | Rockaway | NJ | 12/2021 | 02/2022 |
| Apw Capital Inc. | Rockaway | NJ | 02/2022 | 06/2022 |
| Principal | Des Moines | IA | 07/2021 | 12/2021 |
| Baird | Pittsburgh | PA | 02/2026 | Present |
| Pcs Retirement | Pittsburgh | PA | 10/2022 | 01/2026 |
| Unemployed | Pittsburgh | PA | 07/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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