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11676 Perry Highway, Suite 2201, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2001-01-02 |
Branch Locations
11676 Perry Highway, Suite 2201, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&J Management Corp | Pittsburgh | PA | 05/1992 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 05/2014 | Present |
EXPERT FINANCIAL SERVICES LLC 11676 Perry Highway, Suite 2201 Wexford, PA 15090 NATURE OF BUSINESS: REG INVESTMENT ADVISOR TITLE: PRESIDENT PERCENT OF TIME: 95% COMPENSATION: FEES M&J MANAGEMENT CORP Not investment related PO Box 38725 PITTSBURGH, PA 15238 NATURE OF BUSINESS: Restaurant management Employee since 1992 DUTIES: Accounting, Bill paying, Tax Prep 10-20 HRS/MONTH DURING NON TRADING HOURS COMP: Salary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-04 |
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