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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-21 |
Branch Locations
2545 Railroad St, Ste 100, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Philadelphia | PA | 03/2015 | 06/2017 |
| Hefren Tillotson | Pittsburgh | PA | 07/2017 | Present |
| Robert W. Baird & Co. Incorporated | Pittsburgh | PA | 10/2022 | Present |
1) The Church of Jesus Christ 2) his position helps direct investments 3) 110 Walton Tea Room Rd Greensburg PA 15601 4) Non Profit 5) Finance Committee 6) 05/2014 7) .5 hrs/weekend 8) Create annual budget, set fiscal policy, operations oversight, helps direct investments Name/Address: Clean and Sober Humans Association, 827 Broadway Ave McKees Rocks PA 15136 Start date: 12/11/2024 Hours spent: 1-5/month Hours spent during trading Hours: 0 Role/Responsibility: Board Member, Treasurer Investment Related Name/Address: Greater Pittsburgh Surgery LLC 1675 State Rte 51 Jefferson Hills PA 15025 Start Date: 4/19/19 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-20 |
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