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Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-15
PA RA APPROVED 2026-06-08
OH RA APPROVED 2026-06-03
  • FL RA
    APPROVED
    Since 2026-06-15
  • PA RA
    APPROVED
    Since 2026-06-08
  • OH RA
    APPROVED
    Since 2026-06-03

Branch Locations

Warren, OH • United States

2626 West 8Th Street, Erie, PA 16505 • United States

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cwa Asset Management Group Erie PA 05/2026 Present
Erie Bank Meadville PA 01/2015 05/2019
F.N.B. Investment Advisors, Inc. Hermitage PA 05/2019 04/2026
  • 05/2026 → Present
    Erie, PA
  • 01/2015 → 05/2019
    Erie Bank
    Meadville, PA
  • 05/2019 → 04/2026
    F.N.B. Investment Advisors, Inc.
    Hermitage, PA
Previous Registrations
  • 2019-05-14 → 2025-12-31
    Fnb Wealth Management
    Hermitage, PA
  • 2004-01-01 → 2014-10-30
    Meadville, PA
    Meadville, PA
    Grove City, PA
    Meadville, PA
    Cranberry, PA
    Franklin, PA
    Oil City, PA
    Mercer, PA
    Saegertown, PA
  • 2003-06-11 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Meadville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-28
S66 Uniform Combined State Law Examination 2000-09-22
  • S65 Uniform Investment Adviser Law Examination
    2019-05-28
  • S66 Uniform Combined State Law Examination
    2000-09-22

View on SEC IAPD

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