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3875 Old William Penn Highway, Murrysville, PA 15668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-13 |
Branch Locations
3875 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackridge Asset Management, Llc | Williamsville | NY | 08/2016 | 06/2018 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 08/2016 | 05/2018 |
| The Retirement Guys Formula | Maumee | OH | 10/2017 | Present |
| Retire Pittsburgh Llc | Pittsburgh | PA | 01/2018 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 11/2020 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 06/2021 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 02/2022 | Present |
1)* East coast sports association, LLC * Business Owner * NOT INV REL * Home address, 623 Alex Court Cranberry Pa 16066 * START 11/01/2015 * 6 HRS/MP NOT DURING SECS TRDG HRS. 2) REAL ESTATE RENTAL/ PROPERTY OWNER / 1%/ BEAVER FALLS, PA START DATE 04/2002 1 HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS 3)SALES AND SERVICE OF FIXED INSURANCE PRODUCTS THROUGH THE OFFICES OF GATEWAY STRATEGIES 300 BILMAR DR PITTSBURGH PA START DATE 11/2015 INVESTMENT RELATED 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS 4) Retirement Guys Formula; Registered Investment Advisor; Sales Person; Start Date: 11/17; Estimated Annual Income: 15K; Approximate Hours Spent On Activity Per Month: 5; Approximate Hours Spent On Activity Per Month During Trading Hours: 5 5) Retire Pittsburgh; Financial Advisor; Owner/Insurance Agent; Start Date: 1.15.18; Approx Hours Spent On Activity Per Month: 40 Estimated Annual Income: 100K; 6) Retire Pittsburgh Management LLC, investment related, Pittsburgh, PA, RIA, Managing Member, Start Date 12/2020, approximately 16 hours/month with 16 hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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