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301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-19 |
Branch Locations
301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interchange Capital Partners | Pittsburgh | PA | 07/2024 | Present |
| Interchange Capital Partners | Pittsburgh | PA | 06/2020 | 07/2024 |
| Ubs Financial Services, Inc | Pittsburgh | PA | 04/2019 | 06/2020 |
| Millcraft Hospitality | Huntingdon | PA | 07/2018 | 04/2019 |
| Kohl'S | Huntingdon | PA | 05/2018 | 07/2018 |
| Romeo'S | Indiana | PA | 02/2017 | 05/2018 |
| Abruzzi | Irwin | PA | 01/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-19 |
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