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125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-02 |
| IL | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-25 |
| PR | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-25 |
Branch Locations
Pittsburgh, PA • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-25 |
| PA | RA | APPROVED | 2022-09-27 |
Branch Locations
Pittsburgh, PA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-25 |
| PA | RA | APPROVED | 2022-10-25 |
| PR | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-25 |
Branch Locations
Pittsburgh, PA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-25 |
| PR | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-25 |
Branch Locations
Pittsburgh, PA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Financial Services | Pittsburgh | PA | 08/2020 | 07/2022 |
| Federated Securities Corp. | Pittsburgh | PA | 08/2022 | Present |
| Federated Hermes Inc. | Pittsburgh | PA | 08/2022 | Present |
| Pnc Financial Services | Cleveland | OH | 08/2019 | 08/2020 |
| Penn State Behrend | Erie | PA | 07/2018 | 08/2019 |
| Pnc Financial Services | Erie | PA | 05/2018 | 08/2018 |
| Penn State Behrend | Erie | PA | 01/2018 | 05/2018 |
| Northewestern Mutual | Erie | PA | 08/2017 | 01/2018 |
| Flyspace Productions | Pittsburgh | PA | 05/2017 | 08/2017 |
| Penn State Behrend | Erie | PA | 08/2016 | 05/2017 |
| Federated Investment Counseling | Pittsburgh | PA | 10/2022 | Present |
| Federated Global Investment Management Company | New York | NY | 10/2022 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 10/2022 | Present |
FROM 4/2024 TO PRESENT, TREASURER AT FINANCIAL PLANNING ASSOCIATION OF PITTSBURGH, 319 AMABELL ST. PITTSBURGH, PA 15211. ACTIVITY IS PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 6 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
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