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302 French Street, Erie, PA 16507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-08 |
| PA | RA | APPROVED | 2021-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstreet Financial, Llc | Erie | PA | 07/2020 | 07/2021 |
| Small Business Development Center | Erie | PA | 06/2017 | 06/2020 |
| Gannon University Recreation And Wellness Center | Erie | PA | 01/2016 | 05/2018 |
| Erie Beer Company | Erie | PA | 05/2017 | 08/2017 |
| Gannon University | Erie | PA | 06/2015 | 08/2019 |
| Allstreet Financial, Llc | Erie | PA | 07/2021 | Present |
Name: Qualstra, LLC Investment-related?: Yes Address: 412 Wedgewood Dr., Erie, PA 16505 Nature: Researching and licensing index strategies Position: Co-Founder Start date: 2/13/2020 Number of hours/month: 0 Number of hours during securities trading: 0 Duties: Currently purely research related duties in improving existing indices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
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