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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-19 |
Branch Locations
437 Grant Street, Suite 450, Pittsburgh, PA 15219 • United States
542 Rugh Street Suite 1000, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2016 | 01/2017 |
| Lincoln Investment | Pittsburgh | PA | 01/2017 | 06/2019 |
| Private Wealth Advisors, Inc. | Greensburg | PA | 07/2019 | 01/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2021 | Present |
Name: Regina Coeli Parish Address: 45 N. Sprague Avenue, Bellevue, PA 15202 Investment Related Nature: Religious Institution Position/Title: Advisory Board Member Start: 02/01/2023 Hours/Month: 2 Hours during Market Hours: 0 Duties: volunteer to serve on finance council
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
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