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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-05 |
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
1307 New York Ave Nw 5Th Floor, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | Washington | DC | 06/2025 | Present |
| Northern Trust | Washington | DC | 08/2022 | 05/2025 |
| Student | Potomac | MD | 06/2015 | 05/2020 |
| Northern Trust | Washington | DC | 06/2021 | 08/2021 |
| Boston College | Chestnut Hill | MA | 08/2020 | 06/2022 |
| Seventy2 Capital Wealth Management | Bethesda | MD | 05/2020 | 08/2020 |
| Student | Chestnut Hill | MA | 08/2020 | 05/2021 |
| Student | Chestnut Hill | MA | 08/2021 | 07/2022 |
(1) Insurance agent; investment related, 1307 New York Ave NW, 5th Floor, Washington, DC 20005; started 09/2025; approximately 1-2 hours per month during securities trading hours.
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