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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-02 |
| NC | RA | APPROVED | 2024-03-18 |
| NJ | RA | APPROVED | 2021-03-30 |
| VA | RA | APPROVED | 2019-07-08 |
| PA | RA | APPROVED | 2017-02-03 |
Branch Locations
159 Perry Highway, Pittsburgh, PA 15229 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Financial Services, Llc | Pittsburgh | PA | 04/2016 | Present |
| Usa Financial Securities | Ada | MI | 11/2016 | Present |
| Westinghouse Electric Company | Cranberry Twp | PA | 04/2008 | 03/2024 |
1) PENN FINANCIAL SERVICES, LLC - 159 PERRY HWY, SUITE 102, PITTSBURGH, PA 15229. STARTED 04/1/2016. BROKER. INVESTMENT RELATED. LIFE AND HEALTH INSURANCE. INSURANCE AND ANNUITY SALES. 60 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) HITACHI RAIL STS INC.- 1000 TECHNOLOGY DRIVE, PITTSBURGH, PA 15219. START DATE, 04/15/2020. ENGINEER. NON-INVESTMENT RELATED. SENIOR SIGNALING DESIGN ENGINEER. DUTIES INCLUDE MANAGEMENT OF SYSTEM REQUIREMENTS OR RAILWAY SIGNALING SYSTEMS. DEFINING SIGNALING SYSTEMS INTERFACES AND IMPLEMENTOR OF V-LIFE CYCLE APPLICATION OF DESIGN REQUIREMENTS. 120 HOURS PER MONTH DEVOTED TO BUSINESS 6 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS 3) PARAGON ENERGY SOLUTION - 159 PERRY HIGHWAY SUITE 101. PITTSBURGH, PA 15229. START DATE 01/13/2026. NUCLEAR I&C ENGINEER. ENGINEERING POSITION. NOT INVESTMENT RELATED. 160 HOURS DEVOTED TO BUSINESS. 150 HOURS DEVOTED DURING SECURITIES HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
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