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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
Pittsburgh, PA • United States
261 Hamilton Ave., Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generational Transfer Entrepreneurs | Pittsburgh | PA | 05/2018 | 08/2018 |
| Pnc Capital Markets | New York | NY | 05/2019 | 08/2019 |
| Pnc Capital Markets | New York | NY | 08/2020 | 08/2023 |
| Fox Chapel Golf Club | Pittsburgh | PA | 05/2017 | 08/2018 |
| The Pennsylvania State University | State College | PA | 08/2016 | 05/2020 |
| Wealthfront Brokerage Llc | Palo Alto | CA | 10/2024 | Present |
| Unemployed | Allison Park | PA | 09/2023 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-29 |
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