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309 Smithfield Street Sixth Floor, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-04 |
Branch Locations
309 Smithfield Street Sixth Floor, Pittsburgh, PA 15222 • United States
309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-01-28 |
| OH | RA | APPROVED | 2022-01-26 |
| PA | RA | APPROVED | 2022-01-24 |
Branch Locations
309 Smithfield Street, 6Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester Capital Advisors, Inc. | Johnstown | PA | 01/2012 | 01/2022 |
| Elm Capital Management Llc | Pittsburgh | PA | 01/2022 | Present |
| Eastern Financial Group, Inc Dba Elder Law Management | Pittsburgh | PA | 01/2022 | Present |
(1) 1/2022 Elm Capital Management LLC; Investment Related; Chief Investment Officer; 309 Smithfield, Pittsburgh, PA 15222; 120hrs per hour/month; 65hrs during trading hours; Duties: Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio (2) 01/2022 Eastern Financial Group, Inc. DBA Elder Law Management; Investment Related; Title: Chief Investment Officer ; 309 Smithfield, Pittsburgh, PA 15222; 120hrs per hour/month; 65hrs during trading hours; Duties: Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio (3) NPC Inc., non-investment related, 13710 Dunnings Hwy, Claysburg, PA 16625. Document Processing Specialist; began 12.14.20; hours will range between 15-29 hours per week; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
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