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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| PA | RA | APPROVED | 2020-10-16 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Financial Advisors, Inc | Pittsburgh | PA | 06/2015 | 09/2020 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 09/2020 | 10/2022 |
| Emergingwealth Investment Management, Inc. | Pittsburg | PA | 12/2013 | 09/2020 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 10/2022 | 12/2024 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2024 | Present |
Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 05/2024; approximately 1-2 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-27 |
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