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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities | Carnegie | PA | 10/2015 | 11/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 10/2015 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2020 |
| Lion Street Financial | Carnegie | PA | 02/2024 | Present |
| Integrity Alliance, Llc. | Carnegie | PA | 11/2025 | Present |
Co-owner of CoStar Brewing. Organization is not primarily engaged in investment-related activity. Organization operates out of Pittsburgh, PA. Start date was December 1, 2016. Less than ten hours per week. Duties include assisting with managing the affairs of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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