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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson Inc., | Pittsburgh | PA | 01/2020 | 11/2022 |
| Net Health Systems | Pittsburgh | PA | 07/2019 | 12/2019 |
| Jll | Pittsburgh | PA | 07/2019 | 07/2019 |
| Bank Of Ny Mellon | Pittsburgh | PA | 01/2019 | 06/2019 |
| Waldron Private Wealth | Bridgeville | PA | 09/2017 | 12/2018 |
| Robert Morris University | Moon | PA | 09/2016 | 10/2017 |
| Dick's Sporting Goods | Cranberry Township | PA | 05/2014 | 06/2017 |
| Robert W. Baird & Co. Incorporated | Pittsburgh | PA | 01/2020 | 03/2023 |
| American United Life | Pittsburgh | PA | 04/2023 | 12/2024 |
| Oneamerica Securities, Inc. | Pittsburgh | PA | 04/2023 | 12/2024 |
| Voya Financial Advisors | Windsor | CT | 01/2025 | 05/2025 |
| Voya Financial Advisors, Inc. | Windsor | CT | 01/2025 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Harahan | LA | 05/2025 | Present |
| J.P. Morgan Securities Llc | Harahan | LA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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