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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-26 |
Branch Locations
13826 Lee Highway, Centreville, VA 20120 • United States
5123 Westfields Blvd, Centreville, VA 20120 • United States
615 Branch Drive, Warrenton, VA 20186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc | Arlington | MA | 04/2016 | 10/2016 |
| Pnc Bank | 10649 Main Street | VA | 10/2016 | 08/2018 |
| Pnc Investments | Pittsburgh | PA | 10/2016 | 08/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 09/2018 | 09/2022 |
| Suntrust Bank | Woodbridge | VA | 09/2018 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 09/2022 | 09/2024 |
| Bank Of America N.A. | Vienna | VA | 11/2022 | 09/2024 |
| Pnc Investments Llc | Centreville | VA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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