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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-10 |
Branch Locations
Pittsburgh, PA • United States
420 Fort Duquesne Blvd One Gateway Center, Ste 2000, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bleier Insurance Group | Pittsburgh | PA | 11/2013 | Present |
| Royal Alliance Associates, Inc. | Pittsburgh | PA | 01/2016 | 03/2021 |
| Lpl Financial, Llc | Pittsburgh | PA | 03/2021 | Present |
1) 03/10/2021 - Non-Variable Insurance - The Monteverde Group - Investment Related - 20% - Pittsburgh, PA 15222 - Started 11-15-2015 2) 03/10/2021 - DBA for LPL Business (entity for LPL business) - The Monteverde Group - Investment Related - 100% - Pittsburgh, PA 15222 3) 03/10/2021 - Insurance Agency - BLEIER INSURANCE GROUP - Investment Related - 639 Harborview Drive, Pittsburgh PA 15239 - Started 7-1-13 4) 03/10/2021 - Outside/W-2 Employment - Website/Tech Consultant - Not Investment Related - 5% - 12 Coral Drive, Pittsburgh PA 15238 - Started 7-1-11 5) 03/10/2021 - Outside/W-2 Employment - Friday Marketing Group - Investment Related - 5% - 413 South Main Street, Pittsburgh, PA 15215 - Started 2-1-21 6) 03/10/2021 - Wiz Bleier Show - Other - Podcast - Not Investment Related - 8 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
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