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301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-12 |
| TX | RA | APPROVED | 2020-06-12 |
Branch Locations
301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Pittsburgh | PA | 08/2012 | 06/2020 |
| Interchange Capital Partners | Pittsburgh | PA | 06/2020 | Present |
| Purshe Kaplan Sterling Investments | Pittsburgh | PA | 06/2020 | 10/2021 |
1) 06/2011 Independent Licensed insurance Agent; Investment Related; Pittsburgh, PA; Life, Long Term Care, Fixed and Variable Annuity 2) 01/2022 Defiant Interchange Advisors LLC; M&A Advisory Firm; Investment Related; Pittsburgh, PA; Partner; Sell-side, buy-side and strategic business advisory; 10 hours/month; .4 hours/During trading hours; Advise on the optimal structure for a business owner client to maximize their post-transaction net worth from the sale of a business. 3) Astrove Family LLC; Non-investment related; Distribution Manager; Approve or deny distributions to partners; October 2023; Less than one hour per month; 0 hours during trading hours. 4) Kishor Mehta 2019 Irrevocable Trust; Investment related; Trustee; 2019; 0 hours per month. 5) Anurag Meht 2019 Irrevocable Trust; Investment related; Trustee; 2019; 0 hours per month. 6) Amitabh Mehta 2019 Irrevocable Trust; Investment related; Trustee; 2019; 0 hours per month. 7) Abishek Mehta 2019 Irrevocable Trust; Investment related; Trustee; 2019; 0 hours per month. 8) Gopi Natarajan 2019 Irrevocable Trust; Investment related; Trustee; 2019; 0 hours per month. 9) Gopi Natarajan 2024 Irrevocable Trust; Investment related; Trustee; 2024; 0 hours per month. 10) Interchange 2024 Irrevocable Trust; Investment related; Trustee; 2024; 0 hours per month. 11) The Christina I. Astrove 2023 Irrevocable GST Trust; Investment related; Trustee; 2023; 0 hours per month. 12) The Steven R. Astrove 2023 Irrevocable GST Trust; Investment related; Trustee; 2023; 0 hours per month. 13) Toleti 2024 Irrevocable Trust; Investment related; Investment & distribution advisor to directed trust; 2024; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
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