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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-10-29 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 08/1995 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | 12/2018 |
| Waldron Private Wealth | Bridgeville | PA | 01/2026 | Present |
1. SINCE 2005 SBM REAL ESTATE, 44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA 15017 - INVESTMENT RELATED - DIRECTOR OF REAL ESTATE HOLDING COMPANY/SPENDS LESS THAN 5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2. SBM HOLDINGS, LLC, NOT INVESTMENT RELATED, 44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA 15017. 1/2014-PRESENT, MANAGER, INVESTOR IN REAL ESTATE FOR RENTAL AND RESALE. 1 HR/MONTH DURING TRADING. 3. LONGEVITI NEURO SOLUTIONS,BIOMEDICAL FIRM, LOCATED AT 303 INTERNATIONAL CIR SUITE 190 COCKEYSVILLE,MD 21030; 10/1/2020; NOT INVESTMENT RELATED; BOARD MEMBER, OUTSIDE BUSINESS ADVISOR; LESS THAN 1 HOUR/MONTH;0 HOURS/MONTH DURING SECURITY TRADING HOURS. 4. Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 09/1988; approximately 5 hours per month during securities trading hours. 5. JOHN WALDRON AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017; SERVING AS TRUSTEE; STARTED 10/1997; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS TRUSTEE ON CLIENT TRUSTS FOR THEIR BENEFIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-03 |
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