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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
2200 Georgetown Drive Suite 400, Sewickley (Wexford), PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 06/2016 | 04/2017 |
| Pnc Bank, N.A. | Pittsburgh | PA | 06/2016 | 04/2017 |
| Morgan Stanley | Pittsburgh | PA | 06/2017 | 03/2019 |
| Wells Fargo Clearing Services Llc | Pittsburgh | PA | 04/2019 | 06/2019 |
| Stifel, Nicolaus & Company, Incorporated | Pittsburgh | PA | 06/2019 | 05/2026 |
| Janney Montgomery Scott Llc | Wexford | PA | 05/2026 | Present |
Murrysville Swim Club, Murrysville, PA. Board Member (10/2025). Not investment related, not compensated, 10 hrs./month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-18 |
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