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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-29 |
Branch Locations
1340 Freedom Road, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated( | Pittsburgh | PA | 09/2020 | 08/2023 |
| Marketsource | Alpharetta | GA | 11/2019 | 09/2020 |
| Lithia Motors Inc | Medford | OR | 05/2018 | 11/2019 |
| General Motors | Detroit | MI | 01/2018 | 05/2018 |
| Gp Strategies | Troy | MI | 06/2016 | 12/2017 |
| Bank Of America, N.A. | Pittsburgh | PA | 12/2020 | 08/2023 |
| Citizens Securities, Inc. | Pittsburgh | PA | 08/2023 | 09/2025 |
| Pnc Wealth Management Llc | Cranberry Township | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-02 |
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