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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-03 |
Branch Locations
1195 Washington Pike Suite 100, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pittsburgh Financial Planners, Inc. | Bridgeville | PA | 01/2025 | 03/2026 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2024 | 12/2025 |
| Pennsylvania State University | University Park | PA | 08/2021 | 01/2023 |
| Student | Wexford | PA | 01/2015 | 06/2021 |
| Giant Eagle | Wexford | PA | 06/2020 | 12/2024 |
| Kumon | Wexford | PA | 05/2018 | 12/2018 |
| Asset One Wealth Management, Llc | Bridgeville | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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