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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-05 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
Lackawanna, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rite Aid | Dickson City | PA | 03/2016 | 11/2017 |
| Tmg Health, Inc. | Jessup | PA | 05/2017 | 08/2017 |
| Mclane, Inc. | Jessup | PA | 11/2017 | 02/2018 |
| Marywood University Friends Of The Poor | Scranton | PA | 05/2018 | 08/2018 |
| Cvs Health | Scranton | PA | 08/2018 | 02/2020 |
| Paul's Tax & Planning Services, Llc | Dickson City | PA | 01/2019 | 05/2023 |
| Marywood University | Scranton | PA | 08/2016 | 01/2021 |
| Lpl Financial Llc | Dickson City | PA | 01/2019 | 11/2021 |
| Lpl Financial Llc | Clarks Green | PA | 11/2021 | 05/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | 06/2023 |
| Pnc Investments Llc | Pittsburgh | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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