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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-04 |
Branch Locations
680 Anderson Drive Foster Plaza Ten - Suite 350, Pittsburg, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | White Plains | NY | 08/2020 | 04/2021 |
| Novacare Select Medical | Canonsburg | PA | 05/2020 | 08/2020 |
| Axa Equitable Advisors | Manhattan | NY | 03/2020 | 05/2020 |
| Expii, Inc. | Pittsburgh | PA | 09/2018 | 01/2020 |
| Kulicke And Soffa Industries, Inc. | Fort Washington | PA | 06/2018 | 08/2018 |
| Unemployed | Blue Bell | PA | 08/2016 | 05/2018 |
| The Prudential Insurance Company Of America | White Plains | NY | 08/2020 | 04/2021 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 04/2021 | 01/2022 |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 04/2021 | 01/2022 |
| Unemployed | Pittsburgh | PA | 01/2020 | 03/2020 |
| Unemployed | Blue Bell | PA | 05/2018 | 06/2018 |
| Citizens Securities, Inc | Westwood | MA | 01/2022 | 10/2022 |
| Citizens Bank, N.A | Pittsburgh | PA | 01/2022 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 12/2023 |
| Citizens Bank, N/A | Pittsburgh | PA | 10/2022 | 12/2023 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 01/2024 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Pittsburgh | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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