Best Investors Account Sign in
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-15
FL RA APPROVED 2022-11-28
PA RA APPROVED 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2022-12-15
  • FL RA
    APPROVED
    Since 2022-11-28
  • PA RA
    APPROVED
    Since 2022-10-21

Branch Locations

Pittsburgh, PA • United States

2545 Railroad St, Ste 100, Pittsburgh, PA 15222 • United States

Disclosures

2 disclosure categories 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 Yes
  • 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 06/1978 Present
Robert W. Baird & Co. Incorporated Pittsburgh PA 10/2022 Present
Previous Registrations
  • 2001-06-14 → 2022-10-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-14
  • S63 Uniform Securities Agent State Law Examination
    2022-10-14
Designations
Other Names
  • James G Meredith

View on SEC IAPD

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor