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1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2019-03-15 |
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
Pittsburgh, PA • 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 | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2019-03-15 |
| PR | RA | APPROVED | 2019-03-15 |
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PR | RA | APPROVED | 2019-03-15 |
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
Pittsburgh, PA • 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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| MA | RA | APPROVED | 2019-03-26 |
| PR | RA | APPROVED | 2019-03-15 |
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
Pittsburgh, PA • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp. | Pittsburgh | PA | 08/2018 | Present |
| Federated Hermes, Inc. | Pittsburgh | PA | 08/2018 | Present |
| Heinz Family Office | Pittsburgh | PA | 07/2015 | 08/2018 |
| Federated Global Investment Management Corp. | New York | NY | 03/2019 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 03/2019 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 03/2019 | Present |
FROM 1/2024, TRUSTEE OF PITTSBURGH HISTORY AND LANDMARKS FOUNDATION, 100 WEST STATION SQUARE DRIVE, STE 450, PITTSBURGH, PA 15219. DUTIES ARE NOT PERFORMED DURING TRADING HOURS AND ARE NOT INVESTMENT RELATED. FROM APRIL 2021 TO PRESENT, MEMBER OF DRD PROPERTIES II, LLC AT 1 PPG PLACE, SUITE 1700, PITTSBURGH, PA 15222. DUTIES ARE NOT PERFORMED DURING TRADING HOURS AND ARE NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 2 HOURS A MONTH. FROM FEBRUARY 2021 TO PRESENT, FINANCE COMMITTEE MEMBER FOR RICHMOND FARM, LP AT 1001 LIBERTY AVE., SUITE 720, PITTSBURGH, PA 15222. DUTIES ARE PERFORMED DURING TRADING HOURS AND ARE INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 1 HOUR A MONTH. FROM NOVEMBER 2016 TO PRESENT, MEMBER AT DRD PROPERTIES LLC (RENTAL REAL ESTATE), 1001 LIBERTY AVE, #850, PITTSBURGH, PA 15222. DUTIES ARE NOT PERFORMED DURING TRADING HOURS AND ARE NOT INVESTMENT RELATED, TIME SPENT IS APPROXIMATELY 10 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-10 |
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