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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-21
PA RA APPROVED 2022-10-21
TX RA APPROVED_RES 2022-10-21
  • CA RA
    APPROVED
    Since 2022-10-21
  • PA RA
    APPROVED
    Since 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2022-10-21

Branch Locations

12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hefren-Tillotson, Inc. Pittsburgh PA 08/1980 Present
Robert W. Baird & Co. Incorporated Wexford PA 10/2022 Present
Previous Registrations
  • 2002-04-26 → 2022-10-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Wexford, PA
Other Businesses

SELF EMPLOYED ATTORNEY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-09-16
  • S63 Uniform Securities Agent State Law Examination
    1980-09-16

View on SEC IAPD

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