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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
420 S. Main St., Zelienople, PA 16063 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
420 S. Main St., Zelienople, PA 16063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Pittsburgh | PA | 02/2009 | 02/2021 |
| Park Avenue Securities | Pittsburgh | PA | 02/2009 | 02/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2021 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | Present |
| Capital Analysts | Fort Washington | PA | 02/2024 | Present |
INTENT HOLDINGS LLC POSITION: Owner NATURE: Commercial Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 420 South Main St, Zelienople PA 16063, United States DESCRIPTION: Landlord THE FINANCIAL OUTFITTER POSITION: Host NATURE: Podcast INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 420 South Main St, Zelienople PA 16063, United States DESCRIPTION: Interview people that are engaging in hunting and fishing BRIAN PITELL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2024 ADDRESS: 420 A South Main St Zelienople, PA 16063 DESCRIPTION: Identifying and selling suitable insurance coverage SAFARI CLUB INTERNATIONAL POSITION: Chapter President NATURE: Non-profit board for hunting and conservation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 5848 PA 981, Latrobe PA 15650, United States DESCRIPTION: Plan events and welcome new members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-04 |
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