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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 09/2015 | 09/2018 |
| Morgan Stanley | Temple Terrace | FL | 10/2018 | 11/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 11/2019 |
| Ameriprise Financial Services, Llc | Tampa | FL | 02/2020 | 04/2020 |
| T Rowe Price | Owings Mills | MD | 05/2020 | 05/2022 |
| Lpl Financial | Tampa | FL | 07/2022 | 02/2023 |
| Suncoast Credit Union | Tampa | FL | 07/2022 | 02/2023 |
| Pnc Investments Llc | Charlotte | NC | 02/2023 | Present |
06/08/2025 / Vice Chairman / Tampa Hillsborough Action Plan / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-24 |
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