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380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-06 |
Branch Locations
380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Canonsburg | PA | 02/2019 | 07/2021 |
| Citizens Bank | Mcmurray | PA | 04/2015 | 02/2019 |
| Ubs Financial Services, Inc. | Canonsburg | PA | 07/2021 | 05/2022 |
| Osaic Wealth, Inc. | Canonsburg | PA | 01/2025 | 07/2025 |
| Santori & Peters | Canonsburg | PA | 08/2025 | Present |
| Astyr Wealth Llc | Canonsburg | PA | 01/2023 | 07/2025 |
| Unemployed - Parental Break | Eighty Four | PA | 05/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
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