Inactive

Charles Edward Mertz, Iii

Centerview Wealth Advisors, LLC

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Current Employers

Centerview Wealth Advisors, Llc

139 Freeport Road, Pittsburgh, PA 15215 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-06-11

PA RA
APPROVED

Since 2019-06-11

Branch Locations

139 Freeport Road, Pittsburgh, PA 15215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Centerview Wealth Advisors, Llc	Pittsburgh	PA	02/2019	Present
Centerview Wealth Advisors	Pittsburgh	PA	05/2018	08/2018
Student	Pittsburgh	PA	05/2003	02/2019

02/2019 → Present

Centerview Wealth Advisors, Llc

Pittsburgh, PA
05/2018 → 08/2018

Centerview Wealth Advisors

Pittsburgh, PA
05/2003 → 02/2019

Student

Pittsburgh, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-11

S65 Uniform Investment Adviser Law Examination

2019-06-11

View on SEC IAPD

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