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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Wexford | PA | 07/2015 | 03/2018 |
| Td Ameritrade, Inc. | Wexford | PA | 02/2018 | 11/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 11/2018 |
| Key Investment Services | Pepper Pike | OH | 07/2019 | 10/2020 |
| Keybank | Pittsburgh | PA | 07/2019 | 10/2020 |
| Homemaker | Coraopolis | PA | 11/2018 | 07/2019 |
| Fort Pitt Capital Group | Pittsburgh | PA | 10/2020 | 09/2023 |
| Unemployed | Allegheny | PA | 09/2023 | 01/2024 |
| Pnc Investments | Moon Township | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-07 |
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
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