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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED_RES | 2020-01-17 |
| PA | RA | APPROVED | 2019-10-18 |
Branch Locations
200 Stanton Blvd Suite 40, Steubenville, OH 43952 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Washington | PA | 01/2004 | 01/2018 |
| Jjb Hilliard Wl Lyons Llc | Washington | PA | 01/2018 | Present |
| Robert W. Baird & Co. Incorporated | Washington | PA | 10/2019 | Present |
Name/Address: Rental Property Start date: 3/2016 Hours spent: 1 hour/month Hours spent during trading hours: Zero Role/Responsibility: Owner/Proprietor, Landlord Non Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-10 |
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