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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 | 2025-03-27 |
| IL | RA | APPROVED | 2025-03-04 |
| NY | RA | APPROVED | 2025-03-04 |
| PR | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
Ambler, PA • 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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-04 |
| NY | RA | APPROVED | 2025-03-04 |
| PA | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Ambler, PA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-04 |
| NY | RA | APPROVED | 2025-03-04 |
| PA | RA | APPROVED | 2025-03-04 |
| PR | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Ambler, PA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-04 |
| NY | RA | APPROVED | 2025-03-04 |
| PR | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Ambler, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pershing Llc | King Of Prussia | PA | 02/2014 | 12/2018 |
| Lockwood Advisors Inc. | King Of Prussia | PA | 02/2014 | 12/2018 |
| Chartwell Investment Partners, Llc | Berwyn | PA | 12/2018 | 02/2025 |
| Chartwell Tsc Securities Corp. | Pittsburgh | PA | 12/2018 | 06/2022 |
| Carillon Fund Distributors | Berwyn | PA | 06/2022 | 02/2025 |
| Federated Global Investment Corp | New York | NY | 03/2025 | Present |
| Federated Hermes Inc. | Pittsburgh | PA | 03/2025 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 03/2025 | Present |
| Federated Securities Corp | Pittsburgh | PA | 03/2025 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc. | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-11 |
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