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2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-10-28 |
Branch Locations
2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yanni & Associates Investment Advisors Llc | Wexford | PA | 10/2014 | 09/2016 |
| Fragasso Financial Advisors | Sewickley | PA | 09/2016 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 09/2016 | 08/2018 |
| Private Client Services | Sewickley | PA | 08/2018 | Present |
1) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. DBA NAME. ANALYST/ADVISOR. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. ANALYST/ADVISOR. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. 5 HOURS/MO; 2 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
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