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1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-04 |
| TX | RA | APPROVED_RES | 2022-04-18 |
| PA | RA | APPROVED | 2022-04-15 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-19 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
Farmers Branch, TX • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-18 |
| PA | RA | APPROVED | 2022-04-15 |
Branch Locations
Farmers Branch, TX • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2014 | 09/2017 |
| Bank Of America, N.A. | Dallas | TX | 09/2015 | 09/2017 |
| Tcw Group Llc ("Tcw") | Los Angeles | CA | 10/2017 | Present |
| Tcw Fund Distributors Llc ("Tfd") | Los Angeles | CA | 10/2017 | Present |
| Federated Securities Corp. | Pittsburgh | PA | 04/2022 | Present |
| Federated Hermes, Inc. | Pittsburgh | PA | 04/2022 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 04/2022 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 04/2022 | Present |
| Federated Global Investment Management Corp. | New York | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
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