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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-08 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2016 | 06/2021 |
| Unknown | Noblesville | IN | 07/2021 | 07/2022 |
| Regions Bank | Noblesville | IN | 08/2022 | 04/2023 |
| Cetera Investment Advisers Llc | Noblesville | IN | 08/2022 | 04/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | 04/2023 |
| Pnc Investments Llc | Pittsburgh | PA | 04/2024 | Present |
| Unemployed | Noblesville | IN | 05/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-03 |
| S66 | Uniform Combined State Law Examination | 2002-09-06 |
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