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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-25 |
| PA | RA | APPROVED | 2023-11-22 |
Branch Locations
8050 Rowan Road Suite 401, Cranberry Township, PA 16066 • United States
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Managment, Llc | Topeka | KS | 11/2022 | Present |
| Capital A Wealth Management | Cranberry Township | PA | 06/2022 | Present |
| Student | Slippery Rock | PA | 08/2019 | 05/2022 |
| New Castle Area School District | New Castle | PA | 08/2006 | 06/2019 |
| Capital A Wealth Management | New Castle | PA | 11/2023 | 06/2025 |
| Capital A Wealth Management | Cranberry Township | PA | 06/2025 | Present |
1.) Capital A Insurance, LLC; Yes Investment Related; 8050 Rowan Road Suite 602 Cranberry Township, PA 16066; Insurance Sales; Associate Advisor; Start Date 06/2022; Approx. 20 hours a month; Approx. 20 hours during trading: Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
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