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Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
Pittsburgh, PA • United States
Westfield, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Planning & Wealth Management | Pittsburgh | PA | 10/2023 | Present |
| Integrated Planning & Wealth Management | Virginia Beach | VA | 06/2023 | 10/2023 |
| Crosspoint Wealth Partners | Richmond | VA | 08/2021 | 06/2023 |
| Capital Asset Management Group | Washington | DC | 06/2021 | 08/2021 |
| Crosspoint Wealth Partners | Richmond | VA | 08/2020 | 05/2021 |
| Duraloy Technologies | Scottdale | PA | 05/2019 | 08/2020 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2019 |
| Southwest Regional Tax Bureau | Scottdale | PA | 06/2016 | 08/2018 |
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