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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2016 | 10/2017 |
| Power Home Remodeling Group | Baltimore | MD | 11/2017 | 04/2018 |
| Td Ameritrade | Hickory | NC | 04/2018 | 02/2019 |
| Usaa Financial Advisors Inc | Tampa | FL | 05/2019 | 02/2020 |
| Usaa Financial Planning | Tampa | FL | 05/2019 | 02/2020 |
| Usaa Investment Management Company | Tampa | FL | 05/2019 | 02/2020 |
| Unemployed | Tampa | FL | 03/2019 | 05/2019 |
| Pnc Investments | Pittsburgh | PA | 02/2020 | 06/2022 |
| Infinex Investments, Inc. | Meriden | CT | 06/2022 | 02/2024 |
| First Commonwealth Bank | Johnston | PA | 06/2022 | 02/2024 |
| Pnc Investments Llc | Ligonier | PA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-22 |
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