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760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
| OH | RA | APPROVED | 2023-06-21 |
Branch Locations
760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eatn Park | Shaler | PA | 05/2018 | 08/2019 |
| Homeschooling | Pittsburgh | PA | 05/2013 | 08/2017 |
| Northwestern Mutual | Pittsburgh | PA | 08/2019 | 05/2020 |
| Trinity Financial Advisors Llc | Columbus | OH | 05/2023 | Present |
| Community College Of Allegheny County | Pittsburgh | PA | 08/2017 | 05/2018 |
| Robert Morris University | Moon Township | PA | 05/2018 | 04/2021 |
| Damascus Catholic Mission Campus | Centerburg | OH | 05/2021 | 05/2023 |
| Waldron Private Wealth | Bridgeville | PA | 05/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-07 |
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