Full text of HEFREN-TILLOTSON, INC.'s X-17A-5/A filed 2022-02-22 (period 2021-10-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # Hefren-Tillotson, Inc. Statement of Financial Condition October 31, 2021  Hefren-Tillotson METICULOUS WEALTH MANAGEMENT SINCE 1948 {1}------------------------------------------------ {2}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 > ANNUAL REPORTS FORM X-17A-5 PART III OMB APPROVAL OMB Number: 3235-0123 Expires: Oct. 31, 2023 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-10646 FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING November 1, 2020 AND ENDING O October 31, 2021 MM/DD/YY MM/DD/YY #### A. REGISTRANT IDENTIFICATION NAME OF FIRM: Hefren-Tillotson, Inc. Inc. - - - TYPE OF REGISTRANT (check all applicable boxes): Ø Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | 308 Seventh Avenue<br>(No. and Street) | | | |--------------------------------------------------|----------------------------------------------------------------------------------------------|-----------------------------|--------------------------------------------| | Pittsburgh | PA | | 15222 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Joseph M. Niesslein | 412-633-1599 | joseph.niesslein@hefren.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | Lally & Co., LLC<br>(Name -- if individual, state last, first, and middle name) | | | | 5700 Corporate Drive, Suite 800 | Pittsburgh | PA | 15237 | | (Address) | (City) | (State) | (Zip Code) | | 5/19/2009 | | 3578 | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | * Claims for exemption from the requirement that the annual reports of an independent public | | | pported by a statement of facts and circumstances relied on as the basis of the e CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {3}------------------------------------------------ #### OATH OR AFFIRMATION I, October 31st partner, officer, director, or equiv…Read the full text as markdown