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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-01 |
Branch Locations
One Ppg Place Suite 2200, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Capital Management Lp | Sewickley | PA | 01/2005 | 02/2020 |
| Hbks Wealth Advisors | Warrendale | PA | 02/2020 | 02/2025 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2025 | 05/2026 |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 05/2026 | Present |
Saint Philip Catholic Parish, Pittsburgh, PA. Finance Council (06/2011) - review periodic financial updates of the operations of the parish. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-10 |
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