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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 2019-04-10
  • PA RA
    APPROVED
    Since 2019-04-10

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
Cantor Fitzgerald Wealth Partners Pittsburgh PA 06/2015 12/2017
D.B. Root & Company, Llc Pittsburgh PA 01/2018 03/2019
Purshe Kaplan Sterling Investmenets Pittsburgh PA 01/2018 03/2019
Schneider Downs Wealth Management Advisors, Lp Pittsburgh PA 04/2019 Present
Previous Registrations
  • 2018-01-10 → 2019-05-13
    Pittsburgh, PA
  • 2018-01-08 → 2018-12-31
    R. Applegate & Associates Llc
    Pittsburgh, PA
    Pittsburgh, PA
  • 2017-07-10 → 2018-01-04
    Cantor Fitzgerald Wealth Partners, Llc
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
  • S66 Uniform Combined State Law Examination
    2017-07-07
Designations

View on SEC IAPD

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