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2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-08 |
| PA | RA | APPROVED | 2021-09-07 |
Branch Locations
2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Monroeville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Monroeville | PA | 11/2016 | 04/2017 |
| Wells Fargo Advisors Financial Network, Llc | Monroeville | PA | 04/2017 | 09/2018 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 09/2018 | 03/2022 |
| Marion Wealth Management | Monroeville | PA | 07/2021 | Present |
| Wealthpointe Financial Llc | Monroeville | PA | 04/2017 | Present |
1.) Fixed Insurance; Monroeville, Pennsylvania; Investment Related; Fixed Insurance; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; 05/30/2004; 0 hours per month devoted; 0 hours per month devoted; Fixed Insurance licensed held. 2.) WealthPointe Financial LLC; non investment-related; Monroeville, Pennsylvania; holding company; Managing Partner/Owner; 03/2017; 0 hours per month; 0 hours during securities trading hours; managing business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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