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1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
Six Ppg Place Suite 1250, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2019 | 09/2023 |
| University Of Iowa | Iowa City | IA | 08/2017 | 06/2019 |
| Hills Bank And Trust Company | Hills | IA | 07/2016 | 08/2017 |
| Jfs Wealth Advisors, Llc | Pittsburgh | PA | 01/2025 | Present |
| Homemaker | Pittsburgh | PA | 10/2023 | 01/2025 |
(1) Mennonite Education Agency, Inc.; Investment related - Yes; 3145 Benham Ave, Elkhart, IN 46517; The MEA (Mennonite Education Agency) Investment Committee oversees a pool of money for about 20 schools, seminaries, and congregations. This money is used for endowment and scholarship funds. ; The MEA (Mennonite Education Agency) Investment Committee oversees a pool of money for about 20 schools, seminaries, and congregations. This money is used for endowment and scholarship funds. I attended one of affiliated schools - â?? Goshen College" - for my undergrad, which is my connection to the group. As a member of the board, I meet with the committee to discuss and vote on portfolio performance and allocations.; Started May 01, 2022; Approximately 3 hours per month; During security trading hours: 0; Meet with the committee to discuss and vote on portfolio performance and allocations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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