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8160 Perry Highway, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-16 |
Branch Locations
8160 Perry Highway, Pittsburgh, PA 15237 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-09 |
Branch Locations
8150 Perry Highway Suite 208, Pittsburgh, PA 15237 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Wealth Management | Pittsburgh | PA | 05/2014 | 01/2018 |
| Brookstone Capital Management | Wheaton | IL | 01/2018 | Present |
| West Advisory Group | Pittsburgh | PA | 01/2018 | Present |
| Milestone Asset Management, Llc | Pittsburgh | PA | 09/2020 | Present |
WEST FINANCIAL GROUP INC - Financial Consultant. SOLICIT INSURANCE BUSINESS TO INCLUDE LIFE, DI, LTC, HEALTH INSURANCE.SINCE1/18. 30% OF TIME SPENT. Since 2018, Mr. Pershing has been an IAR of Brookstone Capital Management, a registered investment adviser he spends approximately 25% of his time servicing clients of Brookstone. Dually registered as a Registered Investment Advisor with Milestone Asset Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-18 |
| S66 | Uniform Combined State Law Examination | 2011-10-10 |
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