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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| PA | RA | APPROVED | 2023-04-25 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
New Kensington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 06/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 06/2014 | 11/2020 |
| Lpl Financial, Llc | Pittsburgh | PA | 03/2021 | 02/2022 |
| Health Benefit Services, Llc | Moon Township | PA | 11/2020 | 02/2022 |
| Td Ameritrade, Inc. | Pittsburgh | PA | 02/2022 | 03/2023 |
| Charles Schwab & Co., Inc. | Pittsburgh | PA | 05/2022 | 03/2023 |
| Td Ameritrade Investment Management, Llc | Pittsburgh | PA | 02/2022 | 03/2023 |
| Tiaa | Pittsburgh | PA | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2012-06-08 |
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