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1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
Six Ppg Place Suite 1250, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Financial Solutions Inc | Cumberland | MD | 07/2015 | 02/2019 |
| Applebee's | Lavale | MD | 12/2012 | 03/2019 |
| Aca Compliance Group, Inc. | Pittsburgh | PA | 03/2019 | 10/2020 |
| Lpl Financial, Llc | Pittsburgh | PA | 11/2020 | 12/2024 |
| Henderson Brothers | Pittsburgh | PA | 11/2020 | 12/2024 |
| Global Retirement Partners | Pittsburgh | PA | 11/2020 | 12/2024 |
| Jfs Wealth Advisors, Llc | Pittsburgh | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-06 |
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