Best Investors Account Sign in
Inactive

Taylor Kathryn Glock

D.B. Root & Company, LLC

Pittsburgh, PA

Claim This Profile
Current Employers
D.B. Root & Company, Llc

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-13
PA RA APPROVED 2021-12-20
  • TX RA
    APPROVED
    Since 2022-10-13
  • PA RA
    APPROVED
    Since 2021-12-20

Branch Locations

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • 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
OrganizationCityStateFromTo
D.B. Root & Company, Llc Pittsburgh PA 04/2019 Present
Bny Mellon Pittsburgh PA 04/2011 09/2018
Bny Mellon Pittsburgh PA 09/2018 04/2019
  • 04/2019 → Present
    D.B. Root & Company, Llc
    Pittsburgh, PA
  • 04/2011 → 09/2018
    Bny Mellon
    Pittsburgh, PA
  • 09/2018 → 04/2019
    Bny Mellon
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20

View on SEC IAPD

Other Firms

ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC
LPL FINANCIAL LLC
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor