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Gibsonia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-10 |
| NY | RA | APPROVED | 2022-06-14 |
| PA | RA | APPROVED | 2020-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winnipeg Blue Bombersfootball Club | Winnipeg | 08/2015 | 12/2018 | |
| Hbks Wealth Advisors | Wexford | PA | 02/2017 | 07/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | 08/2020 |
| Toronto Argonauts Football Club | Toronto | 01/2019 | 01/2020 | |
| All-Pro Advisors Llc | Gibsonia | PA | 09/2020 | Present |
| Origin Financial | Gibsonia | PA | 10/2021 | 01/2022 |
| Greenrose Wealth Management, Llc | Cranberry Township | PA | 02/2023 | Present |
All-Pro Advisors LLC; Investment-Related; Gibsonia, PA; Investment Adviser; Investment Adviser Representative; 10/2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice, financial planning and or tax preparation services. J Watson LLC; Investment-Related; Warrendale, PA; Real Estate Holdings Company for Rental Income; Operating Partner; 9/2021; Approx. 2 hours/month; 0 hours/month during trading hours; Collect rent and coordinate maintenance if needed. Greenrose Wealth Management, LLC; Investment Related; Cranberry Township, PA; Registered Investment Advisor; Investment Advisor Representative; 02/2023; 20 hours per month; provides financial planning and investment advice to Greenrose clients on a project related and ongoing basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-19 |
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