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100 South Commons Suite 102, Pittsburgh, PA 15212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-18 |
Branch Locations
100 South Commons Suite 102, Pittsburgh, PA 15212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Pittsburgh | PA | 04/2011 | 06/2019 |
| Solid Oak Advisory | Pittsburgh | PA | 05/2019 | Present |
COORDINATED TAX MANAGEMENT, LLC POSITION: Business Owner NATURE: Tax INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2011 ADDRESS: Pittsburgh, PA 15212 DESCRIPTION: Tax Advisory MICHAEL MASILUNAS GENERAL PARTNER TO PRIVATE EQUITY FUND NO TIME SPENT; STARTED 07/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-15 |
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