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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-25 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eden Christian Academy | Sewickley | PA | 01/2013 | 06/2018 |
| Elon University | Elon | NC | 08/2018 | 05/2023 |
| Shenot Farms | Wexford | PA | 06/2019 | 08/2020 |
| Hefren-Tillotson, Inc. | Wexford | PA | 06/2021 | 08/2021 |
| Hefren-Tillotson | Wexford | PA | 06/2022 | 10/2022 |
| R.W. Baird | Wexford | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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