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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-17 |
Branch Locations
121 East Main Street, Ligonier, PA 15658-1228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 04/2022 | 08/2023 |
| Hb Retirement | Pittsburgh | PA | 11/2021 | 08/2023 |
| Walmart Inc. | Clarion | PA | 01/2016 | 11/2021 |
| Clarion University Of Pennsylvania | Clarion | PA | 08/2018 | 05/2021 |
| Berteotti Insurance & Financial Services | Shippenville | PA | 07/2020 | 11/2020 |
| Triangle Tech | Dubois | PA | 08/2015 | 06/2017 |
| Lpl Financial Llc | Pittsburgh | PA | 06/2020 | 11/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 12/2021 | 08/2023 |
| Janney Montgomery Scott Llc | Ligonier | PA | 08/2023 | 07/2025 |
| Janny Montgomery Scott Llc | Ligonier | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-01 |
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