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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
680 Anderson Drive Foster Plaza Ten - Suite 350, Pittsburg, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 09/2015 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Pittsburgh | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Vistage Trusted Advisor Group - Member, Pittsburgh, PA. Provides mentorship and resources to business owners and professionals in the financial investment industry. Joined on October 6, 2022; dedicates approximately 1-5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
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