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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-03 |
| PA | RA | APPROVED | 2023-11-22 |
Branch Locations
8050 Rowan Road Suite 401, Cranberry Township, PA 16066 • United States
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Wealth Partners | Scottsdale | AZ | 08/2020 | 07/2021 |
| Amotec Inc. | Cleveland | OH | 05/2019 | 06/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | 11/2023 |
| Capital A Wealth Management, Llc | Cranberry Township | PA | 07/2021 | 01/2025 |
| Capital A Insurance, Llc | Cranberry Township | PA | 07/2021 | 01/2025 |
| California University Of Pennsylvania | California | PA | 08/2015 | 05/2019 |
| Capital A Wealth Management | New Castle | PA | 11/2023 | 01/2025 |
| Capital A Wealth Management, Llc | Cranberry Township | PA | 01/2025 | Present |
1. CAPITAL A INSURANCE, LLC; YES INVESTMENT RELATED; 8050 ROWAN ROAD, SUITE 602, CRANBERRY TOWNSHIP, PA 161066; INSURANCE SALES; ASSOCIATE ADVISOR; START DATE 07/2021; APPROX 20 HRS/MONTH; APPROX 20 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
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