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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-04 |
Branch Locations
680 Anderson Drive Foster Plaza Ten - Suite 350, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank, N.A. | Canton | MI | 11/2019 | 12/2020 |
| Wells Fargo Bank, N.A. | Fort Myers | FL | 05/2019 | 10/2019 |
| Raw Kyle Llc | Swartz Creek | MI | 04/2015 | 05/2019 |
| Quicken Loans, Inc. | Detroit | MI | 11/2017 | 12/2017 |
| Citizens Securities Inc. | Canton | MI | 12/2019 | 12/2020 |
| Citizens Bank, N.A | Pittsburgh | PA | 06/2021 | 10/2022 |
| Citizens Securities, Inc | Pittsburgh | PA | 06/2021 | 10/2022 |
| Citizens Bank, N.A | Farmington | MI | 12/2020 | 06/2021 |
| Citizens Bank, N.A | Pittsburgh | PA | 10/2022 | 03/2023 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 03/2023 |
| The Huntington Investment Company | Columbus | OH | 03/2023 | 08/2024 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 08/2024 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Pittsburgh | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-10 |
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