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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-15 |
| TX | RA | APPROVED_RES | 2016-08-15 |
Branch Locations
1501 Reedsdale St Ste 4005, Pittsburgh, PA 15233 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pittsburgh | PA | 08/2016 | Present |
KM WEALTH MANAGEMENT LLC, INV RELATED, PITTSBURGH, PA, 100% OWNERSHIP, START 2/15/24, 1 HOURS PER MONTH, 0 DURING TRADING, FINET BUSINESS PRACTICE.; TRUSTEE FOR THE KM WEALTH MANAGEMENT 401K, INV RELATED, CRANBERRY TWP, PA, START: 12/21/2017, 170 HRS/MONTH, 7.5 HRS DURING TRADING, FINET PRACTICE 401K.; EXECUTOR FOR FATHER, INV RELATED, HARRISON, CITY, PA, START: 7/23/2020, 1 HR/MONTH, 1 HR DURING TRADING. HERITAGE SEUBERT FINANCIAL LLC, INV RELATED, PITTSBURGH, PA, 25% OWNERSHIP, START 1/1/24, 1 HR PER MONTH/TRADING, FINET PRACTICE. EXECUTOR FOR MOTHER, INV RELATED, MANOR, PA, START: 3/9/2024, 1 HR/MONTH, 1 HR DURING TRADING. SUCCESSOR TRUSTEE FOR CLIENTS; INV RELATED;PITTSBURGH,PA; TRUSTEE/CO-TRUSTEE; START DATE: 03/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-25 |
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