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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-11 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Murrysville, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Pittsburgh | PA | 11/2020 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 10/2020 | 07/2022 |
| Health Action, Inc. | Murrysville | PA | 01/2018 | 10/2020 |
| Torero Corporation | Murrysville | PA | 10/2015 | 12/2017 |
| Bakshi Enterprises | Monroeville | PA | 07/2015 | 12/2016 |
| Tiaa | Pittsburgh | PA | 07/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 07/2022 | Present |
THRIVE ORBIT LLC POSITION: Transformation Strategist NATURE: Leadership, Wellness & Holistic Coaching & Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: Home Address, Murrysville PA 15668, United States DESCRIPTION: Coaching & Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-22 |
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