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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-07 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
301 Grant Street Suite 2700, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2013 | 09/2018 |
| Northwestern Mutual Investment Services, Llc | Sewickley | PA | 08/2013 | 09/2018 |
| Chartwell Tsc Securities Corp. | Pittsburgh | PA | 09/2018 | 06/2022 |
| Tristate Capital Bank | Pittsburgh | PA | 09/2018 | Present |
| Raymond James & Associates, Inc. | Pittsburgh | PA | 06/2022 | Present |
(1) Name of Business: Bell Acres Borough Council Address: 1153 Camp Meeting Rd, Sewickley, PA, 15143, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Bell Acres Borough Planning Commission Address: 1850 Big Sewickley Creek Rd, Sewickley, PA, 15143, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/23/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-02 |
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