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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
| PA | RA | APPROVED | 2023-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Pittsburgh | PA | 01/2023 | Present |
| Interchange Capital Partners | Pittsburgh | PA | 04/2021 | 12/2022 |
| Pnc Bank | Pittsburgh | PA | 08/2019 | 04/2021 |
| Penn State University | State College | PA | 08/2015 | 12/2018 |
| Pnc Bank | Cleveland | OH | 06/2018 | 08/2018 |
| Performance Review Institute (Pri) | Warrendale | PA | 05/2017 | 08/2017 |
| Dave Otto Construction Llc | Mars | PA | 06/2016 | 05/2017 |
| Unemployed | Cranberry Township | PA | 12/2018 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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