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3875 Old William Penn Highway, Murrysville, PA 15668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-13 |
Branch Locations
3875 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oakmont | PA | 04/2012 | 09/2016 |
| First Niagara | Verona | PA | 04/2012 | 09/2016 |
| Key Investment Services Llc | Oakmont | PA | 09/2016 | 09/2017 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 10/2017 | 05/2018 |
| Blackridge Asset Management, Llc | Williamsville | NY | 10/2017 | 05/2018 |
| The Retirement Guys Formula | Maumee | OH | 10/2017 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 11/2020 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 06/2021 | 02/2022 |
| Retire Pittsburgh Llc | Pittsburgh | PA | 01/2018 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 06/2021 | Present |
1) Retirement Guys Formula; Investment Adviser Representative; Start Date: 10/2017; Estimated Annual Income: 15K; Approximate Hours Spent On Activity Per Month: 140; Approximate Hours Spent On Activity Per Month During Trading Hours: 140) Retire Pittsburgh; Owner/Insurance Agent; Start Date: 1.15.18; Approximate Hours Spent On Activity During Trading Hours: 16; Estimated Annual Income: 100K 6) Retire Pittsburgh Management LLC, investment related, Pittsburgh, PA, RIA, Managing Member/CCO/Investment Adviser Representative, Start Date 11/2020, approximately 16 hours/month with all hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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