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17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-13 |
Branch Locations
17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Strategies, Inc. | Pittsburgh | PA | 08/2012 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2020 |
| Wealth Management Strategies, Inc. | Pittsburgh | PA | 01/2020 | Present |
| Wealth Management Strategies, Inc. | Pittsburgh | PA | 07/2026 | Present |
Business Name: Wealth Management Strategies, Inc Investment Related: Yes Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: using a DBA name; Consulting; Insurance; Position, Title or Relationship: Advisor Start Date: 8/20/2012 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Insurance Sales, giving presentations or hosting discussions about financial literacy, performing the steps of the financial planning process. Business Name: Weathered Wallet Investment Related: No Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: Other Other/None of the Above Interviews with individuals about their experiences with their money. Position, Title or Relationship: Founder, Editor-in-Chief Start Date: 5/2/2016 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Develop content, manage marketing, operate entity in its full capacity.Business Name: Trail Pittsburgh Investment Related: No Address: 7500 Brooktree Road Wexford PA 15090 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member, Web Content Chairman Start Date: 2/23/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings, create web content, help manage website & social media, attend trail work days.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-14 |
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