CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Nov 2022 - Current | 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2021 - Oct 2022 | 1 |
| The Huntington National Bank | Pittsburgh, PA | Jul 2021 - Oct 2022 | 1 |
| Jpmorgan Chase Bank N.a. | Pittsburgh, PA | Oct 2019 - Jul 2021 | 1 |
| Jpmorgan Securities LLC | Pittsburgh, PA | Oct 2019 - Jul 2021 | 1 |
| Pnc Investments LLC | Pittsburgh, PA | Oct 2017 - Sep 2019 | 1 |
| Pnc Investments LLC | Pittsburgh, PA | Sep 2015 - Oct 2017 | 2 |
| Centralized | Pittsburgh, PA | Sep 2015 - Feb 2016 | < 1 |
| Pnc Investments LLC | Pittsburgh, PA | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- LA
- NE
- NH
- PA
- TX
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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