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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-01 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 08/2017 | 06/2019 |
| The Polesky Agency | Moon Township | PA | 05/2016 | 05/2017 |
| Robert Morris University | Moon Township | PA | 08/2015 | 05/2019 |
| Waldron Private Wealth | Bridgeville | PA | 06/2019 | 11/2019 |
| Mckesson | Coraopolis | PA | 05/2017 | 08/2017 |
| Waldron Private Wealth | Bridgeville | PA | 11/2019 | 03/2020 |
| Waldron Private Wealth | Bridgeville | PA | 03/2020 | 01/2022 |
| Waldron Private Wealth | Bridgeville | PA | 01/2022 | 12/2023 |
| Waldron Private Wealth | Bridgeville | PA | 01/2024 | Present |
(1) Insurance agent, investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017, started 08/2020 approximately 1-2 hours per month during securities trading hours; (2) Robert Morris University, not investment-related, 6004 University. Blvd., Moon Township, PA 15108, Member of Board of Advisors for Finance/Financial Planning Department, started 10/11/2023, approximately 1 hour per month during securities trading hours; (3) William Groom (Consulting), not investment-related, 1192 McKee Road, Oakdale, PA 15017, game consulting, started 01/2024, less than 5 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-01 |
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