Best Investors
Account
Sign in
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-29 |
Branch Locations
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greek Orthodox Social Hall & Riverside Landings | Oakmont | PA | 05/2013 | 08/2017 |
| Pnc Investments | Pittsburgh | PA | 12/2016 | 11/2019 |
| Pnc Investments | Pittsburgh | PA | 05/2019 | 11/2019 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 11/2019 | 11/2021 |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 11/2021 | 05/2024 |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 06/2024 | Present |
Board Member of the Society of Financial Service Professionals / Pittsburgh Chapter / 10 East Athens Avenue, Suite 224, Ardmore, PA 19003 / The Society of Financial Service Professionals is a multidisciplinary community of accomplished professionals whose common purpose is to deliver the highest level of ethical service to their clients. In an environment promoting professional development and ethical conduct SFSP welcomes as regular members qualified professionals who hold one of the following credentials: AEP®, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS, MSM, Masters/PhD in Financial Services, REBC®, RHU®, RICP®. Start Date: 7/12/2023 / 3 hours per month / 1 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
Reach out to this advisor