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Kenneth George Trimbath

Mcdowell Associates Investments, LP

Greensburg, PA

CRD 6610738

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Employer firm

Mcdowell Associates Investments, LP CRD 167710

$23.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Mcdowell Associates Investments, Lp

327 W. Pittsburgh Street, Greensburg, PA 15601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-02-18
  • PA RA
    APPROVED
    Since 2016-02-18

Branch Locations

327 W. Pittsburgh Street, Greensburg, PA 15601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kattan Ferretti Financial L.P. Greensburg PA 02/2016 Present
Self Employed Portage PA 02/2014 Present
  • 02/2016 → Present
    Kattan Ferretti Financial L.P.
    Greensburg, PA
  • 02/2014 → Present
    Self Employed
    Portage, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
Other Names
  • Kenneth George Trimbath

View on SEC IAPD

Nearby Firms

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OSAIC INSTITUTIONS, INC.
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Nearby Investors

Michael Fetterolf
Anita Buerkle
SHANNON MAI SPISAK

Nearby Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GREENSBURG, PA
OSAIC INSTITUTIONS, INC. · Greensburg, PA
ELLE INVESTMENT GROUP LLC · GREENSBURG, PA

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