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200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-12-02 |
Branch Locations
Pittsburgh, PA • United States
200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Pittsburgh | PA | 05/2005 | 11/2016 |
| Ironview Capital Management Llc | Canonsburg | PA | 11/2016 | Present |
| Ironview Capital Management | Blue Bell | PA | 11/2016 | Present |
2. 07/12/07 - WWM PARTNERS I, LP/ 1150 OLD POND ROAD BRIDGEVILLE, PA 15017 /INVESTMENT RELATED/ INVESTING IN TWO PRIVATE REAL ESTATE FUNDS/PARTNER AND PASSIVE INVESTOR IN FUNDS/ SPENDS LESS THAN 5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-19 |
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