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125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
Branch Locations
Healdsburg, CA • 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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
Healdsburg, CA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-20 |
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
Healdsburg, CA • 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 | 2025-02-20 |
Branch Locations
Healdsburg, CA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Distributors, L.P. | Boston | MA | 05/2008 | Present |
| Federated Securities Corp. | Pittsburgh | PA | 11/2024 | Present |
| Federated Hermes Inc. | Pittsburgh | PA | 11/2024 | Present |
| Federated Global Investment Management Corp | New York | NY | 02/2025 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc. | Boston | MA | 02/2025 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 02/2025 | Present |
FROM 5/2019 TO PRESENT, MEMBER OF COMMITTEE FOR INVESTOR RESPONSIBILITY AT UNIVERSITY OF NEW HAMPSHIRE AT THOMPSON HALL, 105 MAIN ST, DURHAM, NH 03824. ACTIVITY IS PERFORMED DURING TRADING HOURS AND IS INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 1 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-19 |
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