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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-14
AZ RA APPROVED 2022-10-21
CA RA APPROVED 2022-10-21
DE RA APPROVED 2022-10-21
PA RA APPROVED 2022-10-21
TX RA APPROVED_RES 2022-10-21
  • FL RA
    APPROVED
    Since 2022-11-14
  • AZ RA
    APPROVED
    Since 2022-10-21
  • CA RA
    APPROVED
    Since 2022-10-21
  • DE RA
    APPROVED
    Since 2022-10-21
  • PA RA
    APPROVED
    Since 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2022-10-21

Branch Locations

99 West Sunbury Road Suite 100, Pittsburgh - Butler, PA 16001 • United States

Mars, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hefren-Tillotson, Inc. Pittsburgh PA 05/2006 Present
Robert W. Baird & Co. Incorporated Butler PA 10/2022 Present
Previous Registrations
  • 2007-03-06 → 2022-10-21
    Hefren-Tillotson, Inc.
    Butler, PA
    Pittsburgh, PA
Other Businesses

SOLE PROPRIETOR AND ONLY EMPLOYEE OF FONTS FISHING LURES, 232 WILLIAM PENN TRAIL, CHALK HILL, PA 15421. TITLE IS OWNER. FONTS IS NON-INVESTMENT RELATED. ASSEMBLY, PACKAGING AND DELIVERY TO RETAIL SPORTING GOODS STORES AND INDIVIDUALS OF THE FISHING LURES I DESIGNED. 20 HOURS/MONTH. ZERO OF WHICH ARE DURING SECURITIES TRADING HOURS. 1) J2D2 Enterprises 2) not investment related 3) 742 Franklin Rd Mars PA 16046 4) Property Mngmnt LLC 5) Financial Manager/Member 6) 10/1/2017 7) 1-3 hours per week evening/weekends 8) Oversee financial aspects of organization/books and records management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-20
  • S66 Uniform Combined State Law Examination
    2006-06-20

View on SEC IAPD

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