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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-10-25 |
| PA | RA | APPROVED | 2020-09-10 |
Branch Locations
320 Fort Duquesne Blvd Suite 235, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mds Securities, Llc. | Pittsburgh | PA | 04/2012 | 10/2017 |
| Mds Energy Development, Llc | Pittsburgh | PA | 01/2013 | 02/2020 |
| Arete Wealth Management Llc | Chicago | IL | 07/2017 | Present |
| The Allegheny Valley Conglomerate, Llc | Pittsburgh | PA | 12/2018 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 09/2020 | Present |
JASON C. KNAPP REVOCABLE LIVING TRUST OF AUGUST 08, 2011 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -NOT INVESTMENT-RELATED -PERSONAL TRUST -SOLE TRUSTEE -AUGUST 2011 -0 HOURS/MONTH ALTERNATIVE INVESTMENT SPECIALISTS, LLC 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH PA 15222 -INVESTMENT-RELATED -REGISTERED REPRESENTATIVE & INSURANCE PRODUCER -OFFICER/DIRECTOR -JANUARY 2018 -200 HOURS/MONTH THE ALLEGHENY VALLEY CONGLOMERATE, LLC 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -INVESTMENT-RELATED -HOLDING COMPANY -OWNER -JUNE 2013 -40 HOURS/MONTH GATEWAY TOWERS EXECUTIVE OFFICES CONDOMINIUM BOARD OF DIRECTORS 320 FORT DUQUESNE BLVD, PITTSBURGH, PA 15222 -NOT INVESTMENT-RELATED -COMMERICAL OFFICE CONDOMINIUM -OFFICER/DIRECTOR -NOVEMBER 2021 -2-5 HOURS/MONTH PENNSYLVANIA STATE CONSTABLE 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -NOT INVESTMENT-RELATED -PEACE OFFICER - APPOINTED/ELECTED OFFICE -CONTRACTOR -MARCH 2021 -10 HOURS/MONTH JASON C. KNAPP FOUNDATION, LLC 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -NOT INVESTMENT-RELATED -501(c)(3) PUBLIC CHARITY -OFFICER/DIRECTOR -SEPTEMBER 2017 -5 HOURS/MONTH PENNSYLVANIA STATE CONSTABULARY 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -NOT INVESTMENT-RELATED -PENNSYLVANIA STATE CONSTABLE SERVICES -OFFICER/DIRECTOR -JULY 2021 -5 HOURS/MONTH ALTERNATIVE INVESTMENT SPECIALISTS, LLC 320 FORT DUQUESNE BLVD STE 235, PITTSBURGH, PA 15222 -INVESTMENT-RELATED -BANK/CREDIT UNION -OFFICER/DIRECTOR -MAY 2022 -10 HOURS/MONTH ALLEGHENY COUNTY CONSTABLES ASSOCIATION PITTSBURGH, PA 15241 -NOT INVESTMENT-RELATED -NONPROFIT -TREASURER -JULY 2023 -5 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-22 |
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