James T Meredith

Current Employers

Employment History

• 06/2003 → Present
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA

Previous Registrations

• 2012-06-06 → 2022-10-21
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1) ENGAGED AS AN EMPLOYEE. 2) NAME: SAINT VINCENT COLLEGE. 3) IT IS NOT INVESTMENT RELATED. 4) ADDRESS SAINT VINCENT COLLEGE, LATROBE, PA 15650. 5) NATURE OF BUSINESS: IT WILL BE A CFA PREP COURSE FOR A HANDFUL OF BUSINESS STUDENTS PLANNING TO SIT FOR LEVEL 1 OF THE CFA EXAM. 6) TITLE: LECTURER 7) START DATE: JANUARY, 2014 8) 2.5 HOURS PER WEEK IN THE EVENINGS. 9) ZERO HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS. 10 DUTIES: TEACH CFA LEVEL 1 COURSE. Name/Address: Boy Scouts of America, Troop 404 Cranberry Elks Club, Rt 19 Cranberry Township PA 16066 Start Date: 1/1/17 Hours Spent: 10-12 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Troop Leader; Access to funds Non Investment Related Name/Address: Rental Property 61 Dumas Street St Augustine FL 3284 Start Date: 3/8/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Property Owner Non Investment Related Name/Address: Big Sigh LLC 61 Dumas St St Augustine FL 32084 Start Date: 3/8/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2004-06-28

Designations

Other Names

• Jayme T. Meredith