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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Pittsburgh, PA • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp | Pittsburgh | PA | 09/2018 | 04/2022 |
| Federated Hermes | Pittsburgh | PA | 09/2018 | 04/2022 |
| Ubs Financial Services | Pittsburgh | PA | 09/2015 | 09/2016 |
| Zen Juice | Pittsburgh | PA | 02/2017 | 10/2017 |
| Uber Technologies | Pittsburgh | PA | 02/2018 | 08/2018 |
| University Of Pittsburgh, College Of Business Administration | Pittsburgh | PA | 08/2014 | 04/2018 |
| Federated Investment Counseling | Pittsburgh | PA | 11/2018 | 04/2022 |
| Federated Global Investment Management | New York | NY | 11/2018 | 04/2022 |
| Mdt Advisers (Federated) | Boston | MA | 11/2018 | 04/2022 |
| Range Finance | Mclean | VA | 10/2022 | 04/2023 |
| Capasso Planning Partners | Charleston | SC | 04/2022 | 09/2022 |
| Fidelity Investments | Pittsburgh | PA | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
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