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Thomas Daniel Wilson

Jfs Wealth Advisors, LLC

Pittsburgh, PA

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Current Employers
Jfs Wealth Advisors, Llc

1479 N. Hermitage Rd., Hermitage, PA 16148 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-11-26
  • PA RA
    APPROVED
    Since 2014-11-26

Branch Locations

Six Ppg Place Suite 1250, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jfs Wealth Advisors, Llc Pittsburgh PA 09/2014 06/2021
Jfs Wealth Advisors, Llc Pittsburgh PA 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-29
S65 Uniform Investment Adviser Law Examination 2005-09-06
  • S63 Uniform Securities Agent State Law Examination
    2012-03-29
  • S65 Uniform Investment Adviser Law Examination
    2005-09-06
Designations

View on SEC IAPD

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