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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-03 |
Branch Locations
520 Butler Crossing, Butler, PA 16001 • United States
5167 William Flynn Highway, Gibsonia, PA 15044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Butler | PA | 04/2016 | 09/2016 |
| First Niagara Bank | Butler | PA | 11/2009 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 05/2018 |
| Keybank | Butler | PA | 09/2016 | 05/2018 |
| Key Investment Services | Pepper Pike | OH | 05/2018 | 01/2022 |
| Keybank | Butler | PA | 05/2018 | 01/2022 |
| Infinex Investments, Inc. | Meriden | CT | 01/2022 | Present |
| First Commonwealth Bank | Butler | PA | 01/2022 | Present |
1.) First Commonwealth Bank. Yes, investment related. Started Jan 2022. Approx 40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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