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One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-19 |
Branch Locations
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | Wayne | PA | 06/2023 | 08/2023 |
| Corient | Wayne | PA | 01/2024 | 05/2024 |
| Odyssey Capital Advisors | Bala Cynwyd | PA | 06/2022 | 12/2022 |
| Temple University | Philadelphia | PA | 08/2020 | 05/2024 |
| Oak Park High School | Oak Park | CA | 08/2016 | 05/2020 |
| Schneider Downs Wealth Management Advisors | Pittsburgh | PA | 12/2024 | Present |
| N/A | Pittsburgh | PA | 05/2024 | 12/2024 |
| Subway | Oak Park | CA | 06/2018 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
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