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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
| PA | RA | APPROVED | 2026-06-08 |
| OH | RA | APPROVED | 2026-06-03 |
Branch Locations
2626 West 8Th Street, Erie, PA 16505 • United States
9130 Galleria Court Third Floor, Naples, FL 34109 • 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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
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