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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| AZ | RA | APPROVED | 2022-10-21 |
| CA | RA | APPROVED | 2022-10-21 |
| PA | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED | 2022-10-21 |
Branch Locations
540 Pellis Road Suite 1000, Pittsburgh - Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 01/2009 | Present |
| Robert W. Baird & Co. Incorporated | Greensburg | PA | 10/2022 | Present |
NAME OF BUSINESS: GREATER PGH. COMMUNITY FOOD BANK. ENGAGED AS: VOLUNTEER. ADDRESS: 1 N. LINDEN ST., DUQUESNE, PA 15110. TITLE: FINANCE & INVESTMENT COMMITTEE MEMB ER. NATURE OF THE BUSINESS/DUTIES: REVIEWS THE FOUNDATION MONIES AND THE 403B RETIREMENT PLAN. START DATE: SEPTEMBER 14, 2010. WORK HOURS: MEETS QUARTERLY. NO HOURS DEVOTED DURING SECURITIES TRADING HOURS. Name/Address: Grow Pittsburgh / 6785 Hamilton Ave #2W, Pittsburgh, PA 15206 Start Date: 1/19/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Investment Committee Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-02 |
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