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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
| PA | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED_RES | 2026-04-13 |
Branch Locations
26811 S. Bay Drive, Suite 260, Bonita Springs, FL 34134 • United States
651 Holiday Drive, Suite 540, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Advisory Group, Ltd. | Pittsburgh | PA | 10/2015 | 01/2020 |
| 4Rivers Wealth Management | Pittsburgh | PA | 01/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 04/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
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