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Terry Lee Knepp

Allegheny Financial Group

Pittsburgh, PA

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Current Employers
Allegheny Financial Group

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-02
  • PA RA
    APPROVED
    Since 2025-01-02

Branch Locations

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allegheny Investments, Ltd. Pittsburgh PA 03/2004 12/2024
Allegheny Financial Group Pittsburgh PA 05/2004 Present
  • 03/2004 → 12/2024
    Allegheny Investments, Ltd.
    Pittsburgh, PA
  • 05/2004 → Present
    Allegheny Financial Group
    Pittsburgh, PA
Previous Registrations
  • 2008-12-08 → 2024-12-31
    Allegheny Investments
    Pittsburgh, PA
    Pittsburgh, PA
    Aliquippa, PA
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-17
S63 Uniform Securities Agent State Law Examination 2003-05-22
  • S66 Uniform Combined State Law Examination
    2008-01-17
  • S63 Uniform Securities Agent State Law Examination
    2003-05-22
Designations

View on SEC IAPD

Other Firms

ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC
LPL FINANCIAL LLC
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA
LPL FINANCIAL LLC · PITTSBURGH, PA

More in Pittsburgh, PA

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