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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 | 2023-09-25 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
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 | 2023-09-14 |
| PA | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investors | San Antonio | TX | 05/2019 | 08/2019 |
| Student Managed Fund | San Antonio | TX | 01/2019 | 05/2019 |
| Cotton Holdings | Katy | TX | 06/2017 | 08/2017 |
| University Of The Incarnate Word | San Antonio | TX | 08/2015 | 12/2019 |
| Frost Investment Advisors, Llc | San Antonio | TX | 01/2020 | 03/2022 |
| International Assets Advisory, Llc | Dallas | TX | 05/2022 | 06/2023 |
| Federated Securities Corp. | Pittsburgh | PA | 07/2023 | Present |
| Federated Hermes Inc. | Pittsburgh | PA | 07/2023 | Present |
| Megatel Capital Investments | Dallas | TX | 03/2022 | 06/2023 |
| Federated Investment Counseling | Pittsburgh | PA | 09/2023 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 09/2023 | Present |
| Federated Global Investment Management Corp. | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-21 |
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