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Charles Lee Davis

Hapanowicz Financial

Pittsburgh, PA

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Current Employers
Hapanowicz Financial

Foster Plaza 6, 681 Andersen Drive Suite 100, Pittsburgh, PA 15220 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-28
  • PA RA
    APPROVED
    Since 2025-07-28

Branch Locations

Foster Plaza 6, 681 Andersen Drive Suite 100, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Federated Securities Corp Pittsburgh PA 02/2018 11/2021
Federated Hermes, Inc. Pittsburgh PA 02/2018 11/2021
University Of Dayton Dayton OH 08/2016 05/2017
Federated Investors Inc Pittsburgh PA 06/2017 08/2017
University Of Dayton Dayton OH 08/2017 12/2017
Unemployed Gibsonia PA 12/2017 02/2018
Federated Investment Counseling Pittsburgh PA 06/2018 11/2021
Mdt Advisers, A Division Of Federated Mdta Llc Boston MA 06/2018 11/2021
Federated Global Investment Management Corp. New York NY 06/2018 11/2021
Mfa Wealth Advisors, Llc Pittsburgh PA 11/2021 05/2025
Moralis Technologies, Llc Pittsburgh PA 09/2022 05/2025
Hapanowicz Financial Pittsburgh PA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-28
  • S66 Uniform Combined State Law Examination
    2018-06-28
Other Names
  • Trey Davis

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