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409 Broad Street Ste. 130, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
409 Broad Street Ste. 130, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 05/2013 | 01/2022 |
| Ameriprise Financial Services Llc | Sewickley | PA | 01/2022 | 11/2024 |
| Duquesne University - Certificate In Financial Planning | Pittsburgh | PA | 04/2019 | 12/2019 |
| Nav Wealth Partners | Warrendale | PA | 07/2024 | Present |
Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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