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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-17 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Llc | Fort Washington | PA | 12/2015 | 07/2022 |
| Fox School Of Business, Temple University | Pittsburgh | PA | 08/2014 | 05/2018 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 07/2022 | 12/2022 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2022 | 10/2024 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 10/2024 | Present |
Independent Insurance Agent; not investment-related; started 2/2019; approximately 1 hour per month, 1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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