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444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-20 |
Branch Locations
444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Langhorne | PA | 04/2016 | 08/2021 |
| Lpl Financial | Philadelphia | PA | 08/2021 | 08/2023 |
| Levy Wealth Management Group | Philadelphia | PA | 10/2021 | 08/2023 |
| Steel Tower Investments | Pittsburgh | PA | 09/2023 | Present |
Independent Licensed Insurance Agent: Investment Related; Philadelphia, PA; Insurance Agent; 09/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-29 |
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