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8160 Perry Highway, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-21 |
Branch Locations
8160 Perry Highway, Pittsburgh, PA 15237 • United States
1946 West 26Th St., Erie, PA 16508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Success Strategies, Llc | Houston | TX | 10/2019 | 10/2022 |
| Conscious Capital | Bluffton | SC | 06/2014 | 09/2019 |
| Csenge Advisory Group, Llc | Clearwater | FL | 10/2019 | 10/2022 |
| Milestone Asset Management, Llc | Pittsburgh | PA | 11/2022 | Present |
the name of the other business; West Advisory Group; whether the business is investment-related; No the address of the other business; 8160 Erie Hwy, Pittsburgh, PA; the nature of the other business; Life, Long Term Care and Fixed Annuity; your position; Insurance Sales; title, or relationship with the other business; Insurance Sales; the start date of your relationship; 12/2022; the approximate number of hours/month you devote to the other business; 30-40; the number of hours you devote to the other business during securities trading hours; 30-40; and briefly describe your duties relating to the other business; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
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