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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-22 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2020 | 07/2022 |
| Tiaa | Charlotte | NC | 11/2020 | 07/2022 |
| Tobin & Co | Charlotte | NC | 06/2020 | 11/2020 |
| Mount Holyoke College | South Hadley | MA | 10/2018 | 05/2020 |
| Mckesson | Pittsburgh | PA | 07/2018 | 07/2018 |
| Zara | Miami | FL | 10/2017 | 05/2018 |
| Marshalls | Miami | FL | 08/2017 | 10/2017 |
| Anthropologie | Miami | FL | 09/2016 | 04/2017 |
| Milam's | Sunny Isles Beach | FL | 03/2016 | 09/2016 |
| Mount Holyoke College | South Hadley | MA | 09/2018 | 05/2020 |
| Embassy Of Peru In Dc | Washington D.C. | DC | 06/2019 | 08/2019 |
| Miami Dade College | Miami | FL | 05/2017 | 06/2017 |
| Alexis Gutierrez Home Improvements | Pittsburgh | PA | 05/2014 | 10/2020 |
| Bj's Restaurants, Inc. | Miami | FL | 07/2017 | 07/2017 |
| Private Client Services | Albermarle | NC | 07/2022 | 05/2023 |
| Uwharrie Investment Advisors, Inc. | Albemarle | NC | 06/2022 | 05/2023 |
| Pnc Investments | Charlotte | NC | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-11 |
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