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1501 3Rd St., Beaver, PA 15009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Financial Group | Pittsburgh | PA | 05/2011 | 05/2018 |
| Mcdaniel Tax Company | Aliquippa | PA | 01/2016 | Present |
| Advance Auto Parts | Monaca | PA | 05/2018 | 10/2019 |
| Dinuzzo Index Advisors, Inc. | Beaver | PA | 10/2019 | Present |
Name of Business: McDaniel Tax Company; Inv. Related: No; Address: 107 Sunray Drive, Aliquippa, PA 15001; Nature of business: Tax Preparation/Planning; Title: Enrolled Agent/Owner; Start Date: 01/01/2016; Approx. # of hours/month: 20 hours January-April, none during securities trading hours; Duties: Tax preparation/planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-15 |
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