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Demetrius Alexander Kokales

Schneider Downs Wealth Management Advisors, LP

Pittsburgh, PA

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Current Employers
Schneider Downs Wealth Management Advisors, Lp

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-29
  • PA RA
    APPROVED
    Since 2021-11-29

Branch Locations

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2020-01-03 → 2021-10-21
    Fort Pitt Capital Group, Llc
    Pittsburgh, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Designations

View on SEC IAPD

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