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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-31 |
Branch Locations
6514 Route 22, Delmont, PA 15626 • United States
38 Greensburg Street, Delmont, PA 15626 • United States
3880 Old William Penn Hwy, Murrysville, PA 15668 • United States
110 Village Drive, Greensburg, PA 15601 • United States
1527 Lincoln Way, White Oak, PA 15131 • 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 |
|---|---|---|---|---|
| First Niagara Federal Credit Union | Greensburg | PA | 09/2009 | 09/2016 |
| Lpl Financial | Charlotte | NC | 09/2009 | 09/2016 |
| Key Investment Services Llc | North Huntingdon | PA | 09/2016 | 01/2018 |
| Infinex Investments, Inc. | Meriden | CT | 01/2018 | Present |
| First Commonwealth Bank | Washington | PA | 01/2018 | Present |
1.)First Commonwealth Bank. Washington, PA. Started Jan 2018. Yes, investment related. Banking Financial Advisor. 2.)First Commonwealth Bank Trust Division. Yes, investment related. Approx 8 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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