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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-06 |
Branch Locations
10 W Second Street, Ashland, OH 44805 • United States
1366 Mt. Vernon Avenue, Marion, OH 43302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 08/2011 | 10/2018 |
| Pnc Investments | Marion | OH | 10/2018 | Present |
12/03/2021 - Owner-Landlord / Rental Properties - Non-investment related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-06 |
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