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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-26 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5301 Grove Rd. M108, Pittsburgh, PA 15236 • United States
Crane Building 40 24Th Street 4Th Floor, Pittsburgh, PA 15222 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-26 |
Branch Locations
Crane Building 40 24Th St. 4Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Logistics, Llc | Pittsburgh | PA | 11/2013 | 08/2021 |
| Robert Morris University | Moon Township | PA | 01/2016 | 12/2018 |
| Citizens Bank | Bethel Park | PA | 12/2018 | 06/2019 |
| Citizens Securities, Inc. | Bethel Park | PA | 02/2019 | 06/2019 |
| Lincoln Investment | Wexford | PA | 06/2019 | Present |
EGAN WEALTH MANAGEMENT POSITION: Junior Broker to Cynthia Egan, Senior Financial Advisor for Lincoln Investment NATURE: Assistance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/02/2020 ADDRESS: 1000 Brooktree Rd., Ste. 211, Wexford PA 15090, United States DESCRIPTION: Assist Cynthia in all aspects of her business including but not limited to calling clients, processing paperwork, building portfolios, client meetings, account reviews, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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