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2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cim Investment Management | Pittsburgh | PA | 09/2015 | 08/2019 |
| Rootstock Advisors | Sewickley | PA | 08/2019 | 03/2020 |
| Greycourt | Pittysburgh | PA | 07/2020 | 02/2021 |
| Bank Of Nwe York Mellon/Mellon Group | Pittsburgh | PA | 02/2021 | 06/2021 |
| Fragasso Financial Advisors | Pittsburgh | PA | 06/2021 | Present |
| Unemployed | Pittsburgh | PA | 04/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-13 |
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