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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-24 |
Branch Locations
5700 Corporate Dr Ste 600, Pittsburgh, PA 15237 • United States
Beaver, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Capital Management, Inc. | Richmond | VA | 01/2012 | 03/2019 |
| Dinuzzo Private Wealth | Beaver | PA | 04/2019 | 05/2023 |
| Beaconsfield Financial Services Inc. | Canonsburg | PA | 11/2022 | 05/2023 |
| J&L Wolfe Enterprises | Beaver | PA | 09/2008 | Present |
| Sir Gryphon Holdings | Beaver | PA | 01/2017 | Present |
| Ameriprise Financial Services, Llc | Pittsburgh | PA | 05/2023 | Present |
Business Ownership; Sir Gryphon Holdings; Owner; Manage Ameriprise Business; PO Box 473, , Beaver, PA, 15009; Investment-Related; 08/23/2023; 40 to 59 hours per month; 40 to 59 during trading hours / J&L Wolfe Enterprises, LLC; Owner; Real Estate; 447 3RD ST, , Beaver, PA, 15009; Not Investment-Related; 09/11/2008; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MTMS Group, LLC; I'm a 1099 employee for Matthew Tremaine.; Manage advisory business; 5700 Corporate Dr, , Pittsburgh, PA, 15237; Investment-Related; 05/01/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Equestrian Trainer; Equine therapy; 2745 McMorran Rd, , Gibsonia, PA, 15044; Not Investment-Related; 11/01/2024; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
| S66 | Uniform Combined State Law Examination | 2003-08-12 |
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