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Sewickley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metatrends, Llc | Baden | PA | 05/2007 | Present |
| Stonex Securities Inc | Sewickley | PA | 09/2014 | Present |
Metatrends, LLC 725 Chestnut Road, Sewickley, PA 15143 Registered Advisory Firm Investment Related President/IAR Manage the company and client accounts, Research, Develop new clients 35 hours spent per month and 6 hours spent during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
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