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1845 Walnut Street Suite 1601, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
| PA | RA | APPROVED | 2024-12-05 |
Branch Locations
1845 Walnut Street Suite 1601, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 04/2004 | 12/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2016 | 09/2018 |
| Rx Wealth Advisors, Llc | Presto | PA | 04/2018 | 12/2024 |
| Waldron Private Wealth | Bridgeville | PA | 01/2021 | 12/2021 |
| Magnolia Private Wealth, Llc | Presto | PA | 12/2024 | Present |
1) 07/12/07 WWM PARTNERS I, LP/ 44 ABELE ROAD, STE 400, BRIDGEVILLE, PA 15017 /INVESTMENT RELATED/ INVESTING IN TWO PRIVATE REAL ESTATE FUNDS/PARTNER AND PASSIVE INVESTOR IN FUNDS/ SPENDS LESS THAN 1 HR/MO, 0 HR DURING TRADING HRS. 2) 12/22/2003 REAL ESTATE RENTAL 1776 CAPITAL MANAGEMENT, LTD LOCATED AT 5020 CARNOUSTIE DRIVE PRESTO, PA 15142 INVESTMENT RELATED 100% OWNER AND PRESIDENT and MANAGE RESIDENTIAL REAL ESTATE RENTAL PROPERTY FOR PERSONAL INVESTMENT/ LESS THAN 1 HR/MO, 0 HR DURING SECURITIES TRADING HRS.3) SINCE 2004 CHRIS J. ROE CPA, 5020 CARNOUSTIE DRIVE PRESTO, PA 15142 Â SOLE PROPRIETOR ÂCPA PRACTICE TO PROVIDE TAX RETURNS/LESS THAN 1 HR/MO, 0 HR DURING TRADING HRS. 4) SINCE 12/1/2009, METROPOL INVESTMENTS LLC, 5020 CARNOUSTIE DRIVE PRESTO, PA 15142Â INVESTMENT RELATED AS THE MANAGING MEMBER OF THE HOLDING COMPANY, MANAGES AFFAIRS OF BUSINESS /APPROXIMATELY 1 HR/MO, 0 HR DURING SECURITIES TRADING HRS. 5) Metropol Realty Group, LLC Not investment related Â5020 Carnoustie Drive, Presto, PA 15142 Real Estate, Manager since 2014 1 hr/mth 0 during trading hrs Manager, bookkeeper. 6) Rx Tax Advisors, LLC 5020 CARNOUSTIE DRIVE PRESTO, PA 15142 NON-INVESTMENT RELATED AS THE MANAGING MEMBER SINCE 2024, MANAGES AFFAIRS OF BUSINESS /APPROXIMATELY 1 HR/MO, 0 HR DURING SECURITIES TRADING HRS. 7.) Serves as Trust Protector for clients' irrevocable trusts in a non-fiduciary, non-compensatory role. Activity is less than 1 hr. per month and 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-26 |
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