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Current Employers
Hoffman Capital Advisors Llc

1659 Rt 228 Suite 5, Cranberry Twp, PA 16066 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-11
  • PA RA
    APPROVED
    Since 2025-08-11

Branch Locations

1659 Rt 228 Suite 5, Cranberry Twp, PA 16066 • 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
Nylife Securities Llc Pittsburgh PA 06/2017 04/2018
Denison University Granville OH 08/2013 06/2017
Hefren Tillotson Wexford PA 05/2018 06/2019
Pnc Investments, Llc Pittsburgh PA 08/2019 11/2022
Cantella & Co., Inc. Malden MA 11/2022 06/2023
Cambridge Investment Research Advisors, Inc.. Fairfield IA 12/2022 11/2023
Cambridge Investment Research, Inc. Fairfield IA 12/2022 11/2023
Cantella & Co., Malden MA 11/2022 12/2022
Lpl Financial Llc Moon Twp PA 11/2023 08/2025
J Cubed Financial Advisory Group Moon Twp PA 11/2022 07/2025
Hoffman Capital Advisors Llc Cranberry Twp PA 08/2025 Present
Newedge Securities Llc Pittsburgh PA 08/2025 Present
  • 06/2017 → 04/2018
    Nylife Securities Llc
    Pittsburgh, PA
  • 08/2013 → 06/2017
    Denison University
    Granville, OH
  • 05/2018 → 06/2019
    Hefren Tillotson
    Wexford, PA
  • 08/2019 → 11/2022
    Pnc Investments, Llc
    Pittsburgh, PA
  • 11/2022 → 06/2023
    Cantella & Co., Inc.
    Malden, MA
  • 12/2022 → 11/2023
    Fairfield, IA
  • 12/2022 → 11/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2022 → 12/2022
    Cantella & Co.,
    Malden, MA
  • 11/2023 → 08/2025
    Moon Twp, PA
  • 11/2022 → 07/2025
    J Cubed Financial Advisory Group
    Moon Twp, PA
  • 08/2025 → Present
    Cranberry Twp, PA
  • 08/2025 → Present
    Newedge Securities Llc
    Pittsburgh, PA
Previous Registrations
  • 2023-11-29 → 2025-08-01
    Moon Twp, PA
    Moon Twp, PA
    San Diego, CA
  • 2022-12-08 → 2023-12-08
    Moon Twp., PA
  • 2022-11-23 → 2023-06-01
    Cantella & Co., Inc.
    Malden, MA
    Moon Township, PA
    Malden, MA
  • 2019-08-19 → 2022-11-08
    Pittsburgh, PA
    Lawrenceville, GA
    Pittsburgh, PA
  • 2018-10-26 → 2019-05-31
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Wexford, PA
Other Businesses

Licensed Life Insurance agent; Investment Related; 1659 Route 228 Suite 5 Cranberry Twp PA 16066; 2025-09-24; No Hours per month devoted to business during trading or outside trading hours; No compensation received.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-26
S63 Uniform Securities Agent State Law Examination 2017-11-03
  • S65 Uniform Investment Adviser Law Examination
    2018-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-11-03
Designations
Other Names
  • Derek Duhon Finney

View on SEC IAPD

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