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Lindsay Wilcox

Waldron Private Wealth

Bridgeville, PA

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Current Employers
Waldron Private Wealth

44 Abele Road Suite 400, Bridgeville, PA 15017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-08-23
  • PA RA
    APPROVED
    Since 2021-08-23

Branch Locations

44 Abele Road Suite 400, Bridgeville, PA 15017 • 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
Federated Investors Pittsburgh PA 02/2016 06/2017
Ubs Financial Services Inc. Canonsburg PA 10/2019 05/2020
Pure Barre Peters Township Canonsburg PA 11/2016 01/2024
Wells Fargo Clearing Services, Llc Canonsburg PA 05/2020 05/2021
Waldron Private Wealth, Llc Bridgeville PA 06/2021 10/2022
Waldron Private Wealth, Llc Bridgeville PA 10/2022 10/2023
Waldron Private Wealth, Llc Bridgeville PA 10/2023 Present
  • 02/2016 → 06/2017
    Federated Investors
    Pittsburgh, PA
  • 10/2019 → 05/2020
    Canonsburg, PA
  • 11/2016 → 01/2024
    Pure Barre Peters Township
    Canonsburg, PA
  • 05/2020 → 05/2021
    Canonsburg, PA
  • 06/2021 → 10/2022
    Waldron Private Wealth, Llc
    Bridgeville, PA
  • 10/2022 → 10/2023
    Waldron Private Wealth, Llc
    Bridgeville, PA
  • 10/2023 → Present
    Waldron Private Wealth, Llc
    Bridgeville, PA
Previous Registrations
Other Businesses

1) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 02/2023; approximately 1-2 hours per month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-07
  • S66 Uniform Combined State Law Examination
    2020-02-07
Designations

View on SEC IAPD

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