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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
| PA | RA | APPROVED | 2023-06-07 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2018 | 06/2021 |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2018 | 06/2021 |
| Wesbanco | Pittsburgh | PA | 05/2016 | 08/2017 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2015 | 05/2018 |
| Wesbanco Bank | Pittsburgh | PA | 09/2021 | 04/2023 |
| Wesbanco Securities, Inc. | Pittsburgh | PA | 09/2021 | 04/2023 |
| Morgan Stanley | Sewickley | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-06 |
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